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BERKSHIRE ASSET MANAGEMENT LLC/PA: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BERKSHIRE ASSET MANAGEMENT LLC/PA on IWD, newest first. How the timeline and the estimate are built.

BERKSHIRE ASSET MANAGEMENT LLC/PA held 12,804 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,804 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,104,098.

    13F-HR 0001398344-26-013514 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,804 shares
    Change vs previous 13F -13,643 shares

    0.12% of the 13F portfolio, value $2,735,852.

    13F-HR 0001398344-26-008838 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,447 shares
    Change vs previous 13F +9,778 shares

    0.24% of the 13F portfolio, value $5,562,882.

    13F-HR 0001398344-26-003197 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,669 shares
    Change vs previous 13F -3,381 shares

    0.14% of the 13F portfolio, value $3,393,639.

    13F-HR 0001398344-25-020486 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,050 shares
    Change vs previous 13F -35,955 shares

    0.18% of the 13F portfolio, value $3,894,331.

    13F-HR 0001398344-25-015201 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,005 shares
    Change vs previous 13F +34,655 shares

    0.5% of the 13F portfolio, value $10,365,984.

    13F-HR 0001398344-25-009324 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,350 shares
    Change vs previous 13F +9,024 shares

    0.2% of the 13F portfolio, value $4,137,500.

    13F-HR 0001398344-25-002126 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,326 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,150,535.

    13F-HR 0001398344-24-020774 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).