BERKSHIRE ASSET MANAGEMENT LLC/PA: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BERKSHIRE ASSET MANAGEMENT LLC/PA on WM, newest first. How the timeline and the estimate are built.
BERKSHIRE ASSET MANAGEMENT LLC/PA held 239,938 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 239,938 sharesChange vs previous 13F +1,257 shares
2.1% of the 13F portfolio, value $53,477,349.
13F-HR 0001398344-26-013514 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 238,681 sharesChange vs previous 13F +3,393 shares
2.35% of the 13F portfolio, value $54,846,393.
13F-HR 0001398344-26-008838 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 235,288 sharesChange vs previous 13F +1,438 shares
2.27% of the 13F portfolio, value $51,695,175.
13F-HR 0001398344-26-003197 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 233,850 sharesChange vs previous 13F -1,662 shares
2.19% of the 13F portfolio, value $51,641,091.
13F-HR 0001398344-25-020486 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 235,512 sharesChange vs previous 13F -491 shares
2.44% of the 13F portfolio, value $53,889,818.
13F-HR 0001398344-25-015201 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 236,003 sharesChange vs previous 13F -9,133 shares
2.64% of the 13F portfolio, value $55,234,309.
13F-HR 0001398344-25-009324 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 245,136 sharesChange vs previous 13F -9,350 shares
2.43% of the 13F portfolio, value $51,338,817.
13F-HR 0001398344-25-002126 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 254,486 sharesChange vs previous 13F not available
2.76% of the 13F portfolio, value $54,292,103.
13F-HR 0001398344-24-020774 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).