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Disclosery

1776 Wealth LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on BRK-B, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 6,977 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,977 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $3,491,221.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,977 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $3,343,378.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,977 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $3,506,989.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,977 shares
    Change vs previous 13F -34 shares

    1.35% of the 13F portfolio, value $3,507,617.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,011 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $3,405,733.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,011 shares
    Change vs previous 13F +661 shares

    1.72% of the 13F portfolio, value $3,733,918.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,350 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,878,328.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,350 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,922,651.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).