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Berkshire Money Management, Inc.: DIA position timeline

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

Berkshire Money Management, Inc. held 204,256 DIA 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 204,256 shares
    Change vs previous 13F -889 shares

    9.75% of the 13F portfolio, value $106,701,255.

    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 205,145 shares
    Change vs previous 13F -1,429 shares

    9.73% of the 13F portfolio, value $95,021,333.

    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 206,574 shares
    Change vs previous 13F +5,766 shares

    9.47% of the 13F portfolio, value $99,273,231.

    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 200,808 shares
    Change vs previous 13F +19,888 shares

    9.58% of the 13F portfolio, value $93,122,843.

    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 180,920 shares
    Change vs previous 13F +36,091 shares

    8.39% of the 13F portfolio, value $79,722,390.

    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 144,829 shares
    Change vs previous 13F -1,751 shares

    6.82% of the 13F portfolio, value $60,810,690.

    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 146,580 shares
    Change vs previous 13F +887 shares

    6.78% of the 13F portfolio, value $62,369,947.

    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 145,693 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $61,645,655.

    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).