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Disclosery

Accel Wealth Management: BRK-B position timeline

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

Accel Wealth Management held 1,585 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,585 shares
    Change vs previous 13F -20 shares

    0.17% of the 13F portfolio, value $789,251.

    13F-HR 0001838226-26-000006 filed by Accel Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,605 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $803,126.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,622 shares
    Change vs previous 13F +23 shares

    0.2% of the 13F portfolio, value $777,262.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,599 shares
    Change vs previous 13F +69 shares

    0.22% of the 13F portfolio, value $803,737.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,530 shares
    Change vs previous 13F -119 shares

    0.22% of the 13F portfolio, value $769,192.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,649 shares
    Change vs previous 13F +29 shares

    0.27% of the 13F portfolio, value $801,035.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,620 shares
    Change vs previous 13F +27 shares

    0.31% of the 13F portfolio, value $862,780.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,593 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $722,075.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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