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Berkshire Money Management, Inc.: BFEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkshire Money Management, Inc. on BFEB, newest first. How the timeline and the estimate are built.

Berkshire Money Management, Inc. held 95,648 BFEB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,648 shares
    Change vs previous 13F -45,698 shares

    0.46% of the 13F portfolio, value $5,035,112.

    13F-HR 0001398344-26-012534 filed by Berkshire Money Management, Inc.
    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 141,346 shares
    Change vs previous 13F -15 shares

    0.69% of the 13F portfolio, value $6,742,530.

    13F-HR 0001398344-26-006747 filed by Berkshire Money Management, Inc.
    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 141,361 shares
    Change vs previous 13F -6 shares

    0.66% of the 13F portfolio, value $6,879,334.

    13F-HR 0001398344-26-001283 filed by Berkshire Money Management, Inc.
    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 141,367 shares
    Change vs previous 13F -227,556 shares

    0.69% of the 13F portfolio, value $6,679,591.

    13F-HR 0001398344-25-019126 filed by Berkshire Money Management, Inc.
    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 368,923 shares
    Change vs previous 13F +342,206 shares

    1.73% of the 13F portfolio, value $16,472,412.

    13F-HR 0001398344-25-013494 filed by Berkshire Money Management, Inc.
    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 26,717 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,109,563.

    13F-HR 0001398344-25-007540 filed by Berkshire Money Management, Inc.
    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 26,717 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,150,723.

    13F-HR 0001398344-25-001095 filed by Berkshire Money Management, Inc.
    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 26,717 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,121,046.

    13F-HR 0001398344-24-018928 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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