Berkshire Money Management, Inc. KJAN holdings history
INNOVATOR U.S. SMALL CAP POW · CUSIP 45782C474 · CIK 1535172
As of 2026-06-30, Berkshire Money Management, Inc. reported 148.78K KJAN (shares), valued at $6.79M, or 0.62% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 0.40%; reported value increased 8.93%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.62% | 148,779 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 0.64% | 149,379 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.59% | 149,379 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 0.64% | 153,722 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.62% | 157,000 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 1.02% | 253,641 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 1.50% | 370,200 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 7.85% | 1,849,782 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 7.41% | 1,748,082 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 7.19% | 1,684,573 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.18% | 478,419 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.18% | 478,419 | $16.41M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 7.19% | 1,684,573 | $59.58M | Shares increased 252.11%; reported value increased 262.99%, and weight changed +5.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 7.41% | 1,748,082 | $61.03M | Shares increased 3.77%; reported value increased 2.42%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 7.85% | 1,849,782 | $68.57M | Shares increased 5.82%; reported value increased 12.37%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.50% | 370,200 | $13.83M | Shares decreased 79.99%; reported value decreased 79.84%, and weight changed -6.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.02% | 253,641 | $9.07M | Shares decreased 31.49%; reported value decreased 34.44%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.62% | 157,000 | $5.88M | Shares decreased 38.10%; reported value decreased 35.09%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 0.64% | 153,722 | $6.20M | Shares decreased 2.09%; reported value increased 5.42%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.59% | 149,379 | $6.19M | Shares decreased 2.83%; reported value decreased 0.26%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.64% | 149,379 | $6.23M | Shares unchanged; reported value increased 0.73%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.62% | 148,779 | $6.79M | Shares decreased 0.40%; reported value increased 8.93%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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