Aberdeen Wealth Management LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aberdeen Wealth Management LLC on BRK-B, newest first. How the timeline and the estimate are built.
Aberdeen Wealth Management LLC held 6,216 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,216 sharesChange vs previous 13F -2,744 shares
1.48% of the 13F portfolio, value $3,082,991.
13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,960 sharesChange vs previous 13F +950 shares
1.96% of the 13F portfolio, value $4,293,632.
13F-HR 0001398344-26-009250 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,010 sharesChange vs previous 13F +48 shares
1.86% of the 13F portfolio, value $4,026,227.
13F-HR 0001398344-26-002847 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,962 sharesChange vs previous 13F 0 shares
2.51% of the 13F portfolio, value $4,002,816.
13F-HR 0001398344-25-020978 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,962 sharesChange vs previous 13F 0 shares
2.57% of the 13F portfolio, value $3,867,706.
13F-HR 0001398344-25-015516 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,962 sharesChange vs previous 13F -1,400 shares
2.92% of the 13F portfolio, value $4,240,402.
13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,362 sharesChange vs previous 13F +1,400 shares
2.77% of the 13F portfolio, value $4,039,631.
13F-HR 0001398344-25-003226 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,962 sharesChange vs previous 13F not available
2.41% of the 13F portfolio, value $3,664,590.
13F-HR 0001398344-24-020274 filed by Aberdeen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).