Skip to content
Disclosery

9258 Wealth Management, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on BRK-B, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 3,776 BRK-B shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,776 shares
    Change vs previous 13F -23 shares

    0.26% of the 13F portfolio, value $1,737,942.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,799 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $1,545,433.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,774 shares
    Change vs previous 13F -600 shares

    0.25% of the 13F portfolio, value $1,587,042.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 4,374 shares
    Change vs previous 13F +504 shares

    0.27% of the 13F portfolio, value $1,560,031.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 3,870 shares
    Change vs previous 13F +108 shares

    0.26% of the 13F portfolio, value $1,355,661.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,762 shares
    Change vs previous 13F +215 shares

    0.24% of the 13F portfolio, value $1,282,842.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 3,547 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $1,095,207.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 3,544 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,094,742.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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