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Berkshire Money Management, Inc.: IVE position timeline

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

Berkshire Money Management, Inc. held 151,371 IVE 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 151,371 shares
    Change vs previous 13F +463 shares

    3.14% of the 13F portfolio, value $34,370,338.

    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 150,908 shares
    Change vs previous 13F -1,456 shares

    3.26% of the 13F portfolio, value $31,864,134.

    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 152,364 shares
    Change vs previous 13F +263 shares

    3.08% of the 13F portfolio, value $32,311,801.

    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 152,101 shares
    Change vs previous 13F -251 shares

    3.23% of the 13F portfolio, value $31,410,317.

    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 152,352 shares
    Change vs previous 13F +20,597 shares

    3.13% of the 13F portfolio, value $29,772,587.

    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 131,755 shares
    Change vs previous 13F -74,771 shares

    2.82% of the 13F portfolio, value $25,109,842.

    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 206,526 shares
    Change vs previous 13F +1,929 shares

    4.29% of the 13F portfolio, value $39,421,700.

    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 204,597 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $40,340,310.

    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).