Berry Wealth Group, LP historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Berry Wealth Group, LP opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2008410), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Florin Court Capital LLP | United Kingdom | $0.026B | 19 |
| Lotus Technology Management, LP | United States | $0.027B | 37 |
| Teza Capital Management LLC | United States | $0.027B | 76 |
| BTS Asset Management, Inc. | United States | $0.026B | 31 |
| Navigation Wealth Management, Inc. | United States | $0.028B | 32 |
| Syncona Portfolio Ltd | United Kingdom | $0.026B | 2 |
| ICG Advisors, LLC | United States | $0.026B | 4 |
| Savior LLC | United States | $0.028B | 19 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | United States | $0.025B | 1,848 |
| Laidlaw Wealth Management LLC | United States | $0.029B | 49 |