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Berkshire Money Management, Inc.: BSEP position timeline

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

Berkshire Money Management, Inc. held 12,687 BSEP 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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $668,986.

    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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $610,036.

    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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $624,835.

    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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $612,605.

    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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $573,001.

    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 12,687 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $530,004.

    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 12,687 shares
    Change vs previous 13F -25,467 shares

    0.06% of the 13F portfolio, value $544,294.

    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 38,154 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,607,173.

    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).