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Berkshire Money Management, Inc.: BSV position timeline

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

Berkshire Money Management, Inc. held 423,447 BSV 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 423,447 shares
    Change vs previous 13F +1,881 shares

    3.01% of the 13F portfolio, value $32,990,793.

    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 421,566 shares
    Change vs previous 13F +14,721 shares

    3.39% of the 13F portfolio, value $33,054,985.

    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 406,845 shares
    Change vs previous 13F -80,952 shares

    3.06% of the 13F portfolio, value $32,063,440.

    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 487,797 shares
    Change vs previous 13F -303,856 shares

    3.96% of the 13F portfolio, value $38,492,023.

    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 791,653 shares
    Change vs previous 13F +197,511 shares

    6.56% of the 13F portfolio, value $62,303,123.

    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 594,142 shares
    Change vs previous 13F +27,581 shares

    5.22% of the 13F portfolio, value $46,509,398.

    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 566,561 shares
    Change vs previous 13F +23,800 shares

    4.76% of the 13F portfolio, value $43,778,153.

    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 542,761 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $42,709,825.

    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).