North Berkeley Wealth Management, LLC
Holdings in SSD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,851,397 | 79,590 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $13,328,141 | 79,590 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $12,361,122 | 79,590 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $12,470,581 | 79,390 | Shares | Sole | 2025-08-13 |
| 2024-12-31 | $13,165,243 | 79,390 | Shares | Sole | 2025-04-03 |