13F Filings History of Berkeley, Inc

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$310,908,568
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 $310,908,568 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 $310,908,568 +$32,112,445 -$14,399,800 +$17,712,645 DSTL, IHDG, V, EVMO, IDHQ 13F-HR 30 Oct 2025, 08:50
Q2 2025 75 $278,577,546 +$68,851,817 -$12,414,945 +$56,436,872 DSTL, V, IHDG, IDHQ, NVR 13F-HR 11 Aug 2025, 12:26
Q1 2025 65 $213,126,028 +$43,456,392 -$20,934,674 +$22,521,718 DSTL, V, NVR, LOW, IHDG 13F-HR 01 May 2025, 15:39
Q4 2024 65 $193,279,656 +$13,495,557 -$145,578,889 -$132,083,332 DSTL, V, LOW, IHDG, MKL Restatement 28 Mar 2025, 13:04
Q3 2024 66 $343,438,510 +$171,978,024 -$2,612,753 +$169,365,271 DSTL, LOW, IHDG, V, HSCZ Restatement 28 Mar 2025, 13:02
Q2 2024 62 $160,110,696 +$41,447,978 -$40,193,122 +$1,254,856 DSTL, IHDG, LOW, V, DSMC Restatement 28 Mar 2025, 12:58
Q1 2024 68 $165,169,774 +$5,528,800 -$11,508,810 -$5,980,010 SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:56
Q4 2023 69 $158,998,226 +$13,827,054 -$14,492,529 -$665,475 SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:48
Q3 2023 81 $146,499,811 +$10,540,428 -$8,241,866 +$2,298,562 SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:45
Q2 2023 79 $148,490,578 +$6,385,901 -$1,080,636 +$5,305,265 SCHD, V, IHDG, LOW, VBR Restatement 28 Mar 2025, 12:42
Q1 2023 77 $137,796,121 +$5,810,649 -$1,447,418 +$4,363,231 SCHD, IHDG, V, LOW, TSI Restatement 28 Mar 2025, 12:40
Q4 2022 78 $132,454,149 +$6,281,388 -$4,361,224 +$1,920,164 SCHD, V, IHDG, LOW, TSI Restatement 28 Mar 2025, 12:34
Q3 2022 77 $118,710,759 +$7,989,139 -$7,507,790 +$481,349 SCHD, IHDG, V, LOW, HSCZ Restatement 28 Mar 2025, 12:29
Q2 2022 83 $124,911,137 +$20,322,960 -$22,731,705 -$2,408,745 SCHD, IHDG, V, HSCZ, LOW Restatement 28 Mar 2025, 12:26
Q1 2022 92 $143,158,489 +$14,450,443 -$9,447,392 +$5,003,051 SCHD, IHDG, V, VBR, HSCZ Restatement 28 Mar 2025, 12:24
Q4 2021 92 $150,267,274 +$12,709,719 -$7,194,403 +$5,515,316 SCHD, IHDG, V, LOW, HSCZ Restatement 28 Mar 2025, 12:15
Q3 2021 85 $135,820,966 +$6,167,878 -$7,292,517 -$1,124,639 SCHD, IHDG, LOW, V, HSCZ Restatement 28 Mar 2025, 12:06
Q2 2021 85 $139,571,574 +$3,657,985 -$4,983,358 -$1,325,373 SCHD, IHDG, V, LOW, MA Restatement 28 Mar 2025, 12:04
Q1 2021 79 $134,460,032 +$8,879,710 -$6,424,166 +$2,455,544 SCHD, IHDG, V, LOW, MA Restatement 28 Mar 2025, 12:01
Q4 2020 78 $123,752,734 $0 $0 $0 SCHD, IHDG, V, MA, LOW Restatement 28 Mar 2025, 11:54