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Berkshire Money Management, Inc.: IWF position timeline

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

Berkshire Money Management, Inc. held 237,171 IWF 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 237,171 shares
    Change vs previous 13F +178,152 shares

    2.69% of the 13F portfolio, value $29,449,555.

    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 59,019 shares
    Change vs previous 13F -55,687 shares

    2.58% of the 13F portfolio, value $25,165,895.

    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 114,706 shares
    Change vs previous 13F +1,188 shares

    5.18% of the 13F portfolio, value $54,290,466.

    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 113,518 shares
    Change vs previous 13F +15,990 shares

    5.47% of the 13F portfolio, value $53,173,087.

    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 97,528 shares
    Change vs previous 13F -24,367 shares

    4.36% of the 13F portfolio, value $41,408,359.

    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 121,895 shares
    Change vs previous 13F -3,790 shares

    4.94% of the 13F portfolio, value $44,014,919.

    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 125,685 shares
    Change vs previous 13F -1,666 shares

    5.49% of the 13F portfolio, value $50,472,588.

    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 127,351 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $47,805,188.

    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).