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Berkshire Money Management, Inc.: SPY position timeline

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

Berkshire Money Management, Inc. held 336,187 SPY 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 336,187 shares
    Change vs previous 13F -3,293 shares

    22.94% of the 13F portfolio, value $251,054,262.

    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 339,480 shares
    Change vs previous 13F -1,272 shares

    22.61% of the 13F portfolio, value $220,777,598.

    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 340,752 shares
    Change vs previous 13F -462 shares

    22.17% of the 13F portfolio, value $232,365,490.

    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 341,214 shares
    Change vs previous 13F -2,995 shares

    23.4% of the 13F portfolio, value $227,309,749.

    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 344,209 shares
    Change vs previous 13F -43,317 shares

    22.38% of the 13F portfolio, value $212,669,746.

    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 387,526 shares
    Change vs previous 13F -4,060 shares

    24.33% of the 13F portfolio, value $216,778,215.

    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 391,586 shares
    Change vs previous 13F +1,749 shares

    24.95% of the 13F portfolio, value $229,500,511.

    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 389,837 shares
    Change vs previous 13F not available

    25.6% of the 13F portfolio, value $223,672,604.

    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).