Investor
Berkeley, Inc
CIK 0002051965 · filed 2026-01-26 · SEC filing
13F book
$314.5M
Positions
79
Largest name
6.9%
Invesco Exch Traded Fd Tr Ii
Est. mark
—
Need a prior quarter to estimate
- No quarter-over-quarter activity — this may be the first period on file.
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.