WITTENBERG INVESTMENT MANAGEMENT, INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Carlisle, MA
CIK
0001697790
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 80 311,504 BRK-B, AAPL, SIRIUSXM HOLDINGS INC, GOOGL 13F-HR 11/12/2024 000106299324018951
Q2 2024 81 293,510 BRK-B, AAPL, GOOGL, GOOG 13F-HR 8/13/2024 000106299324014995
Q1 2024 82 293,357 BRK-B, AAPL, GOOGL, GOOG 13F-HR 5/3/2024 000106299324009308
Q4 2023 80 287,840 BRK-B, AAPL, GOOG, GOOGL 13F-HR 2/13/2024 000106299324002977
Q3 2023 83 272,924 BRK-B, AAPL, GOOG, GOOGL RESTATEMENT 2/9/2024 000146239024000019
Q2 2023 87 276,349 BRK-B, AAPL, GOOG, GOOGL RESTATEMENT 2/9/2024 000146239024000017
Q1 2023 88 268,621 BRK-B, AAPL, GOOG, GOOGL RESTATEMENT 2/9/2024 000146239024000015
Q4 2022 83 245,642 BRK-B, AAPL, GOOG, GOOGL RESTATEMENT 2/9/2024 000146239024000013
Q3 2022 85 235,049 BRK-B, AAPL, GOOG, GOOGL 13F-HR 11/14/2022 000146239022000043
Q2 2022 84 236,544 BRK-B, AAPL, GOOG, GOOGL 13F-HR 8/15/2022 000146239022000038
Q1 2022 81 265,194 BRK-B, AAPL, GOOG, GOOGL 13F-HR 5/16/2022 000146239022000032
Q4 2021 78 275,412 BRK-B, AAPL, GOOG, GOOGL 13F-HR 2/14/2022 000146239022000006
Q3 2021 77 260,192 BRK-B, AAPL, GOOG, GOOGL 13F-HR 11/5/2021 000125110921000048
Q2 2021 74 248,165 BRK-B, AAPL, GOOG, GOOGL 13F-HR 8/12/2021 000125110921000044
Q1 2021 71 217,808 BRK-B, AAPL, GOOG, GOOGL 13F-HR 5/14/2021 000125110921000038
Q4 2020 71 205,073 BRK-B, AAPL, GOOG, GOOGL 13F-HR 2/12/2021 000125110921000032
Q3 2020 72 186,326 BRK-B, AAPL, GOOG, WFC 13F-HR 11/12/2020 000125110920000050
Q2 2020 73 179,133 BRK-B, AAPL, WFC, GOOG 13F-HR 8/7/2020 000125110920000041
Q1 2020 75 182,902 BRK-B, AAPL, WFC, GOOG 13F-HR 5/14/2020 000125110920000037
Q4 2019 81 257,833 BRK-B, AAPL, WFC, GOOG 13F-HR 2/14/2020 000125110920000029
Q3 2019 77 229,466 BRK-B, AAPL, WFC, GOOG 13F-HR 11/14/2019 000125110919000036
Q2 2019 80 234,138 BRK-B, AAPL, GOOG, WFC 13F-HR 7/24/2019 000125110919000030
Q1 2019 80 236,265 BRK-B, AAPL, GOOG, WFC 13F-HR 5/14/2019 000125110919000027
Q4 2018 82 212,445 BRK-B, AAPL, GOOG, WFC 13F-HR 2/12/2019 000125110919000018
Q3 2018 79 244,275 BRK-B, AAPL, GOOG, WELLS FARGO CO NEW 13F-HR 11/13/2018 000125110918000051
Q2 2018 79 236,984 BRK-B, AAPL, WELLS FARGO CO NEW, GOOG 13F-HR 7/31/2018 000125110918000037
Q1 2018 79 232,349 BRK-B, AAPL, WELLS FARGO CO NEW, GOOG 13F-HR 5/14/2018 000125110918000030
Q4 2017 79 229,782 BRK-B, AAPL, WELLS FARGO CO NEW, GOOG 13F-HR 2/12/2018 000125110918000012
Q3 2017 81 232,540 BRK-B, AAPL, NYRT, WELLS FARGO & CO NEW 13F-HR 11/13/2017 000125110917000041
Q2 2017 78 219,977 BRK-B, AAPL, WELLS FARGO & CO NEW, NYRT 13F-HR 8/11/2017 000125110917000028
Q1 2017 73 207,297 BRK-B, AAPL, WELLS FARGO & CO NEW, GOOG 13F-HR 5/12/2017 000125110917000023
Q4 2016 78 219,921 BRK-B, AAPL, WELLS FARGO & CO NEW, RDI 13F-HR 2/13/2017 000125110917000018
Additional filings from Wittenberg Investment Management, Inc. that have since been restated