North Berkeley Wealth Management, LLC

Q1 2025 13F Holdings

Location
Berkeley, CA
Holdings as of
3/31/2025
Value ($000)
$96,057
Num holdings
61
Date filed
8/13/2025
Form type
13F-HR
Prev filing
4/3/2025
Next filing
8/13/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type