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Berkshire Money Management, Inc.: IDV position timeline

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

Berkshire Money Management, Inc. held 551,300 IDV 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 551,300 shares
    Change vs previous 13F +23,853 shares

    2.09% of the 13F portfolio, value $22,840,359.

    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 527,447 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $22,448,145.

    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).