Filer · Institutional
North Berkeley Wealth Management,LLC
CIK 0002062383TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 7
Q2 202613F-HR
0001172661-26-002865 · filed 2026-07-28
77
positions
Q1 202613F-HR
0001172661-26-002248 · filed 2026-05-15
73
positions
Q4 202513F-HR
0001172661-26-000580 · filed 2026-02-10
75
positions
Q3 202513F-HR
0001172661-25-004580 · filed 2025-11-04
65
positions
Q2 202513F-HR
0001172661-25-003212 · filed 2025-08-13
64
positions
Q1 202513F-HR
0001172661-25-003209 · filed 2025-08-13
61
positions
Q4 202413F-HR
0001172661-25-001380 · filed 2025-04-03
68
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.