13F Filings History of Berkeley, Inc

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$311M
Signature - Title
Megan Parrish - CCO
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Berkeley, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Berkeley, Inc reported 75 stock holdings with total value $311M as of Q3 2025. Top holdings included DSTL, IHDG, V, EVMO, and IDHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 75 $311M +$32.1M -$14.4M +$17.7M DSTL, IHDG, V, EVMO, IDHQ 13F-HR 30 Oct 2025, 08:50
Q2 2025 75 $279M +$68.9M -$12.4M +$56.4M DSTL, V, IHDG, IDHQ, NVR 13F-HR 11 Aug 2025, 12:26
Q1 2025 65 $213M +$43.5M -$20.9M +$22.5M DSTL, V, NVR, LOW, IHDG 13F-HR 01 May 2025, 15:39
Q4 2024 65 $193M +$13.5M -$146M -$132M DSTL, V, LOW, IHDG, MKL Restatement 28 Mar 2025, 13:04
Q3 2024 66 $343M +$172M -$2.61M +$169M DSTL, LOW, IHDG, V, HSCZ Restatement 28 Mar 2025, 13:02
Q2 2024 62 $160M +$41.4M -$40.2M +$1.25M DSTL, IHDG, LOW, V, DSMC Restatement 28 Mar 2025, 12:58
Q1 2024 68 $165M +$5.53M -$11.5M -$5.98M SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:56
Q4 2023 69 $159M +$13.8M -$14.5M -$665K SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:48
Q3 2023 81 $146M +$10.5M -$8.24M +$2.3M SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:45
Q2 2023 79 $148M +$6.39M -$1.08M +$5.31M SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:42
Q1 2023 77 $138M +$5.81M -$1.45M +$4.36M SCHD, IHDG, V, LOW, TSI Restatement 28 Mar 2025, 12:40
Q4 2022 78 $132M +$6.28M -$4.36M +$1.92M SCHD, V, IHDG, LOW, TSI Restatement 28 Mar 2025, 12:34
Q3 2022 77 $119M +$7.99M -$7.51M +$481K SCHD, IHDG, V, LOW, HSCZ Restatement 28 Mar 2025, 12:29
Q2 2022 83 $125M +$20.3M -$22.7M -$2.41M SCHD, IHDG, V, HSCZ, LOW Restatement 28 Mar 2025, 12:26
Q1 2022 92 $143M +$14.5M -$9.45M +$5M SCHD, IHDG, V, VBR, HSCZ Restatement 28 Mar 2025, 12:24
Q4 2021 92 $150M +$12.7M -$7.19M +$5.52M SCHD, IHDG, V, LOW, HSCZ Restatement 28 Mar 2025, 12:15
Q3 2021 85 $136M +$6.17M -$7.29M -$1.12M SCHD, IHDG, LOW, V, HSCZ Restatement 28 Mar 2025, 12:06
Q2 2021 85 $140M +$3.66M -$4.98M -$1.33M SCHD, IHDG, V, LOW, MA Restatement 28 Mar 2025, 12:04
Q1 2021 79 $134M +$8.88M -$6.42M +$2.46M SCHD, IHDG, V, LOW, MA Restatement 28 Mar 2025, 12:01
Q4 2020 78 $124M $0 $0 SCHD, IHDG, V, MA, LOW Restatement 28 Mar 2025, 11:54