Berry Wealth Group, LP
- SEC CIK
- 0002008410
- Latest filing
- Aug 12, 2026
RJF holding history
Raymond James Financial Inc in every 13F filed by Berry Wealth Group, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
RJF overviewAll 13F holders of RJFFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −1,961−100.0% | Sold out | Holders |
| Q2 2025 | 1,961 | $300.7K | 0.2% | −143−6.8% | Reduced | Holders |
| Q1 2025 | 2,104 | $292.3K | 0.2% | +5+0.2% | Added | Holders |
| Q4 2024 | 2,099 | $326.0K | 0.2% | +6+0.3% | Added | Holders |
| Q3 2024 | 2,093 | $256.3K | 0.2% | −128−5.8% | Reduced | Holders |
| Q2 2024 | 2,221 | $274.5K | 0.2% | +6+0.3% | Added | Holders |
| Q1 2024 | 2,215 | $284.4K | 0.2% | +10.0% | Added | Holders |
| Q4 2023 | 2,214 | $246.9K | 0.2% | – | No prior filing | Holders |