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Manager record

Berkeley, Inc

Boise, ID · CIK 2051965 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$324.20MReported 13F valueQ3 2026 · as filed
84Holdings listed
+1.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $278.6M$278.6MQ2 202575 holdingsQ3 2025: $310.9M$310.9MQ3 202575 holdingsQ4 2025: $314.5M$314.5MQ4 202579 holdingsQ1 2026: $298.1M$298.1MQ1 202681 holdingsQ2 2026: $318.7M$318.7MQ2 202686 holdingsQ3 2026: $324.2M$324.2MQ3 202684 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$324.20M · 84 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$318.67M · 86 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$298.06M · 81 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$314.47M · 79 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$310.91M · 75 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$278.58M · 75 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology