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Berkshire Money Management, Inc.: VIG position timeline

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

Berkshire Money Management, Inc. held 278,890 VIG 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 278,890 shares
    Change vs previous 13F -721 shares

    6.03% of the 13F portfolio, value $65,990,873.

    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 279,611 shares
    Change vs previous 13F -3,476 shares

    6.16% of the 13F portfolio, value $60,133,041.

    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 283,087 shares
    Change vs previous 13F -2 shares

    5.94% of the 13F portfolio, value $62,216,799.

    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 283,089 shares
    Change vs previous 13F -1,008 shares

    6.29% of the 13F portfolio, value $61,087,743.

    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 284,097 shares
    Change vs previous 13F +552 shares

    6.12% of the 13F portfolio, value $58,146,062.

    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 283,545 shares
    Change vs previous 13F -29,607 shares

    6.17% of the 13F portfolio, value $55,004,827.

    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 313,152 shares
    Change vs previous 13F +4,280 shares

    6.67% of the 13F portfolio, value $61,324,512.

    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 308,872 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $61,175,188.

    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).