Berkshire's next 13F is due May 15, the standard 45-day deadline after the March 31 quarter, and the Apple line is the audit. 13F Insight says the filing will show Berkshire's Q1 holdings and flags Apple as one of the watchlist signals. [1] That makes the filing less a surprise machine than a discipline check on a position everyone already knows matters.

The May 8 paper put Apple's record date and Berkshire's 13F into the same disciplined-capital calendar. Saturday's May 9 brief on Apple and Berkshire carried the dividend side. This file keeps the other half narrow: whether Berkshire's Apple weight was conviction, trim, or drift as of quarter-end.

Moatifi's calendar notes that Berkshire's Q1 2026 13F should cover holdings as of March 31 and arrive May 15 unless the SEC calendar changes. [2] MSM sees a delayed disclosure. Finance X sees a scoreboard for the anti-hype trade: Apple returns cash, Berkshire holds cash, and the market asks whether patience still has a ticker. The filing will be stale by design, but stale is not useless when the question is whether Berkshire's posture changed before the current AI-capex panic hardened.

-- THEO KAPLAN, San Francisco