Position in WSE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$495,098
New position
Shares Held
41,570
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#10
of 36 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 76%
Shared 0%
None 24%
Position in Information Technology Services
Technology · as of Jun 30, 2026Berkeley, Inc holds $495,098 across 1 Information Technology Services name. WSE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
This page
|
41,570 | $495,098 |
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,098 | 41,570 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||