BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
9 managers (9 13F filers) reported a position in BDVG shares at 2025-09-30, 401,790 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 4
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 401,790
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | 185,935 | $2.37M | 0.02% | +9,580 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 80,900 | $1.03M | <0.01% | -77,089 | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 47,916 | $611K | 0.03% | 0 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 23,108 | $295K | <0.01% | +1,013 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 19,319 | $246K | <0.01% | -439 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 18,486 | $236K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 13,521 | $171K | <0.01% | +103 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 8,497 | $108K | <0.01% | +444 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 4,108 | $52.4K | <0.01% | -2,348 | 13F-HRTimelineGroup |