Current Market Value 950,265,786
Current Holdings 155
Most Recent File Date 2025-07-22
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Berkshire Money Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 155 950,266
2025-04-23 2025-03-31 13F-HR 102 891,121
2025-01-27 2024-12-31 13F-HR 86 919,762
2024-10-16 2024-09-30 13F-HR 40 873,700
2024-07-19 2024-06-30 13F-HR 39 823,510
2024-05-08 2024-03-31 13F-HR 84 828,445
2024-02-08 2023-12-31 13F-HR 40 751,372
2023-10-17 2023-09-30 13F-HR 40 660,241
2023-08-07 2023-06-30 13F-HR 47 692,146
2023-05-12 2023-03-31 13F-HR 45 659,699
2023-02-14 2022-12-31 13F-HR 45 631,302
2022-10-21 2022-09-30 13F-HR 43 581,640
2022-07-14 2022-06-30 13F-HR 47 602,064
2022-04-19 2022-03-31 13F-HR 30 696,300
2022-01-14 2021-12-31 13F-HR 28 683,637
2021-10-13 2021-09-30 13F-HR 26 629,894
2021-07-23 2021-06-30 13F-HR 27 621,529
2021-04-20 2021-03-31 13F-HR 28 571,725
2021-01-25 2020-12-31 13F-HR 31 541,900
2020-10-26 2020-09-30 13F-HR 29 481,409
2020-07-27 2020-06-30 13F-HR 45 454,401
2020-04-15 2020-03-31 13F-HR 80 406,977
2020-01-09 2019-12-31 13F-HR 37 513,600
2019-10-21 2019-09-30 13F-HR 35 483,752
2019-07-29 2019-06-30 13F-HR 34 473,009
2019-04-24 2019-03-31 13F-HR 29 451,744
2019-02-06 2018-12-31 13F-HR 30 401,583
2018-10-17 2018-09-30 13F-HR 25 452,736
2018-07-19 2018-06-30 13F-HR 23 428,725
2018-05-02 2018-03-31 13F-HR 27 400,554
2018-01-29 2017-12-31 13F-HR 23 399,431
2017-11-03 2017-09-30 13F-HR 24 383,132
2017-07-21 2017-06-30 13F-HR 21 354,721
2017-05-12 2017-03-31 13F-HR 20 332,928
2017-02-14 2016-12-31 13F-HR 22 337,181
2016-11-08 2016-09-30 13F-HR 24 325,790
2016-08-26 2016-06-30 13F-HR 26 291,016
2016-05-16 2016-03-31 13F-HR 26 328,415
2016-01-19 2015-12-31 13F-HR 23 328,369
2015-11-09 2015-09-30 13F-HR 18 325,975
2015-08-12 2015-06-30 13F-HR 19 339,991
2015-04-22 2015-03-31 13F-HR 19 339,543
2015-01-22 2014-12-31 13F-HR 18 334,194
2014-11-13 2014-09-30 13F-HR 17 237,453
2014-08-07 2014-06-30 13F-HR 14 143,325
2014-04-23 2014-03-31 13F-HR 15 218,564
2014-01-10 2013-12-31 13F-HR 17 273,307
2014-01-03 2013-09-30 13F-HR 14 230,025
2014-01-10 2013-06-30 13F-HR/A 1 R 0 0
2014-01-07 2013-06-30 13F-HR 49 4,211
2014-01-10 2013-03-31 13F-HR/A 1 R 13 160,439
2014-01-07 2013-03-31 13F-HR 42 2,863