BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
10 managers (10 13F filers) reported a position in BDVG shares at 2026-03-31, 383,652 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 4
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 383,652
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 156,681 | $2.05M | 0.02% | -27,222 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 87,924 | $1.15M | <0.01% | +2,087 | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 59,582 | $778K | 0.03% | +11,666 | 13F-HRTimeline |
| Orion Porfolio Solutions, LLC | 17,905 | $234K | <0.01% | -1,686 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 15,243 | $199K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 14,488 | $189K | <0.01% | 0 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 13,684 | $179K | <0.01% | -5,865 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 8,563 | $112K | <0.01% | +28 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8,563 | $112K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,019 | $13.3K | <0.01% | +1,016 | 13F-HRTimelineGroup |