North Berkeley Wealth Management, LLCETFConcentrated trader

CIK: 0002062383 | Berkeley, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	74	$257.5M	2026-11-02	SEC ↗
Q2 2026	13F-HR	77	$247.4M	2026-07-28	SEC ↗
Q1 2026	13F-HR	73	$189.2M	2026-05-15	SEC ↗
Q4 2025	13F-HR	75	$169.5M	2026-02-10	SEC ↗
Q3 2025	13F-HR	65	$126.7M	2025-11-04	SEC ↗
Q2 2025	13F-HR	64	$109.0M	2025-08-13	SEC ↗
Q1 2025	13F-HR	61	$96.1M	2025-08-13	SEC ↗
Q4 2024	13F-HR	68	$98.5M	2025-04-03	SEC ↗