Berry Wealth Group, LP
CIK
0002008410
City
GRANBURY
State / Country
TX
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $150,825 | 11,701 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $149,198 | 11,468 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $139,376 | 11,240 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $133,527 | 11,008 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $136,113 | 10,777 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $137,728 | 10,562 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $127,134 | 10,353 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $129,793 | 10,156 | Shares | Sole | 2024-04-22 |