Skip to content
Disclosery

Berkshire Money Management, Inc.: IWM position timeline

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

Berkshire Money Management, Inc. held 31,009 IWM 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 31,009 shares
    Change vs previous 13F +3,148 shares

    0.85% of the 13F portfolio, value $9,316,622.

    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 27,861 shares
    Change vs previous 13F +20,793 shares

    0.71% of the 13F portfolio, value $6,909,449.

    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 7,068 shares
    Change vs previous 13F +7,068 shares

    0.17% of the 13F portfolio, value $1,739,977.

    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 0 shares
    Change vs previous 13F -5,444 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 5,444 shares
    Change vs previous 13F -88,539 shares

    0.12% of the 13F portfolio, value $1,174,794.

    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 93,983 shares
    Change vs previous 13F +4,947 shares

    2.1% of the 13F portfolio, value $18,748,665.

    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 89,036 shares
    Change vs previous 13F +59,540 shares

    2.14% of the 13F portfolio, value $19,673,503.

    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 29,496 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,515,332.

    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).