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Berry Wealth Group, LP

SEC CIK
0002008410
Latest filing
Aug 12, 2026

WSO holding history

Watsco 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.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of WSO by Berry Wealth Group, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−690−100.0%Sold outHolders
Q2 2025690$304.7K0.2%+52+8.2%AddedHolders
Q1 2025638$324.3K0.3%+175+37.8%AddedHolders
Q4 2024463$219.4K0.2%+53+12.9%AddedHolders
Q3 2024410$201.7K0.1%+410NewHolders