BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 949012
WILKES BARRE, PA
Position in BDVG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$778,140
+$164,145 QoQ
Shares Held
59,582
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $778,140 | 59,582 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $613,995 | 47,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $610,785 | 47,916 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $576,908 | 47,916 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $562,150 | 47,916 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $548,258 | 47,816 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $471,764 | 40,415 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $445,494 | 40,415 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $157,103 | 15,054 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||