4J Wealth Management LLC: BRK-B position timeline

4J Wealth Management LLC held 13,229 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,229 shares

   Change vs previous 13F -194 shares

   3.25% of the 13F portfolio, value $6,619,664.

   13F-HR 0001754960-26-000594 filed by 4J Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,423 shares

   Change vs previous 13F -51 shares

   3.66% of the 13F portfolio, value $6,432,306.

   13F-HR 0001754960-26-000353 filed by 4J Wealth Management LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,474 shares

   Change vs previous 13F -87 shares

   3.88% of the 13F portfolio, value $6,772,711.

   13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,561 shares

   Change vs previous 13F -60 shares

   4.01% of the 13F portfolio, value $6,817,764.

   13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 13,621 shares

   Change vs previous 13F -125 shares

   4.47% of the 13F portfolio, value $6,616,567.

   13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 13,746 shares

   Change vs previous 13F -99 shares

   5.77% of the 13F portfolio, value $7,320,729.

   13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 13,845 shares

   Change vs previous 13F -487 shares

   5.08% of the 13F portfolio, value $6,275,563.

   13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 14,332 shares

   Change vs previous 13F not available

   5.11% of the 13F portfolio, value $6,596,346.

   13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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