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Disclosery

BERKSHIRE ASSET MANAGEMENT LLC/PA: SGOV position timeline

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

BERKSHIRE ASSET MANAGEMENT LLC/PA held 0 SGOV shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -112,478 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 112,478 shares
    Change vs previous 13F +40 shares

    0.48% of the 13F portfolio, value $11,326,535.

    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).

  3. period ended2025-06-30
    13F 112,438 shares
    Change vs previous 13F -250 shares

    0.51% of the 13F portfolio, value $11,321,382.

    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).

  4. period ended2025-03-31
    13F 112,688 shares
    Change vs previous 13F +13,290 shares

    0.54% of the 13F portfolio, value $11,319,510.

    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).

  5. period ended2024-12-31
    13F 99,398 shares
    Change vs previous 13F +83,545 shares

    0.47% of the 13F portfolio, value $10,000,433.

    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).

  6. period ended2024-09-30
    13F 15,853 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,596,556.

    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).