BRY β€” BERRY CORP

Ownership history in Nebula Research & Development LLC  Β·  6 quarters on record

AI Ownership Summary

Nebula Research & Development LLC reported BERRY CORP (BRY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows BRY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nebula Research & Development LLC's position in BERRY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nebula Research & Development LLC held BRY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 116,044 β€” 0% 0.03% $321K 2026-02-14 (Est.) β€”
2025 Q3 UNCHANGED 116,044 β€” 0% 0.03% $321K 2025-11-21 β€”
2025 Q2 ADDED 116,044 +6,330 +5.8% 0.03% $321K 2025-08-14 β€”
2025 Q1 REDUCED 109,714 -29,554 -21.2% 0.03% $352K 2025-05-15 β€”
2024 Q4 ADDED 139,268 +41,898 +43.0% 0.07% $575K 2025-02-14 β€”
2024 Q3 INITIATED 97,370 β€” β€” 0.06% $500K 2024-11-14 β€”

🏒 Other funds also holding BRY

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Nebula Research & Development LLC and BRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nebula Research & Development LLC reported owning BRY?

Nebula Research & Development LLC reported BRY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BRY position in Nebula Research & Development LLC's portfolio?

The largest reported portfolio weight for BRY was 0.07% in 2024 Q4.

What is the latest reported BRY position on this page?

The most recent filing on this page is 2025 Q4, when Nebula Research & Development LLC reported 116,044 shares, equal to 0.03% of portfolio, with an estimated market value of $321K.

What does the chart on this BRY ownership page compare?

The chart compares Nebula Research & Development LLC's quarterly BRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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