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Berkshire Money Management, Inc.: QQQE position timeline

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

Berkshire Money Management, Inc. held 52,469 QQQE 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 52,469 shares
    Change vs previous 13F -175 shares

    0.58% of the 13F portfolio, value $6,401,726.

    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 52,644 shares
    Change vs previous 13F -2,724 shares

    0.53% of the 13F portfolio, value $5,187,000.

    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 55,368 shares
    Change vs previous 13F -945 shares

    0.54% of the 13F portfolio, value $5,664,686.

    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 56,313 shares
    Change vs previous 13F -278 shares

    0.59% of the 13F portfolio, value $5,721,950.

    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 56,591 shares
    Change vs previous 13F -21,856 shares

    0.59% of the 13F portfolio, value $5,563,447.

    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 78,447 shares
    Change vs previous 13F -22,575 shares

    0.77% of the 13F portfolio, value $6,839,782.

    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 101,022 shares
    Change vs previous 13F -688 shares

    0.99% of the 13F portfolio, value $9,068,732.

    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 101,710 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $9,174,229.

    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).