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Berkshire Money Management, Inc.: BOCT position timeline

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

Berkshire Money Management, Inc. held 55,587 BOCT 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 55,587 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,947,307.

    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 55,587 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,667,443.

    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 55,587 shares
    Change vs previous 13F -789 shares

    0.26% of the 13F portfolio, value $2,747,366.

    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 56,376 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,729,726.

    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 56,376 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,562,290.

    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 56,376 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,369,833.

    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 56,376 shares
    Change vs previous 13F -5,451 shares

    0.26% of the 13F portfolio, value $2,436,853.

    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 61,827 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,624,557.

    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).