North Berkeley Wealth Management, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, North Berkeley Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2062383), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-08-13). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Horizon Family Wealth, Inc. | United States | $0.189B | 128 |
| PRAGMA GESTAO DE PATRIMONIO LTD | Brazil | $0.189B | 18 |
| Fortitude Financial, LLC | United States | $0.189B | 39 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | United States | $0.189B | 510 |
| Steffes Financial, Ltd. | United States | $0.189B | 32 |
| Gouws Capital LLC | United States | $0.189B | 58 |
| Pacific Point Advisors, LLC | United States | $0.190B | 133 |
| Laurel Wealth Planning LLC | United States | $0.190B | 59 |
| Wasserstein Management, L.P. | United States | $0.189B | 4 |
| Financial Architects, LLC | United States | $0.190B | 25 |