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Berkshire Money Management, Inc.: MTUM position timeline

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

Berkshire Money Management, Inc. held 0 MTUM shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,878 shares

    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).

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

  2. period ended2025-12-31
    13F 13,878 shares
    Change vs previous 13F +1,931 shares

    0.33% of the 13F portfolio, value $3,473,684.

    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).

  3. period ended2025-09-30
    13F 11,947 shares
    Change vs previous 13F +3,876 shares

    0.32% of the 13F portfolio, value $3,063,922.

    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).

  4. period ended2025-06-30
    13F 8,071 shares
    Change vs previous 13F +6,808 shares

    0.2% of the 13F portfolio, value $1,939,711.

    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).

  5. period ended2025-03-31
    13F 1,263 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $255,351.

    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).

  6. period ended2024-12-31
    13F 1,303 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $269,662.

    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).