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Disclosery

Activest Wealth Management: BRK-B position timeline

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

Activest Wealth Management held 6,353 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,353 shares
    Change vs previous 13F -1,771 shares

    0.61% of the 13F portfolio, value $3,178,774.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 8,124 shares
    Change vs previous 13F +3,572 shares

    0.68% of the 13F portfolio, value $3,893,165.

    13F-HR 0001883134-26-000002 filed by Activest 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 ended2025-12-31
    13F 4,552 shares
    Change vs previous 13F +377 shares

    0.43% of the 13F portfolio, value $2,287,918.

    13F-HR 0001883134-26-000001 filed by Activest 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 ended2025-09-30
    13F 4,175 shares
    Change vs previous 13F +244 shares

    0.42% of the 13F portfolio, value $2,098,754.

    13F-HR 0001883134-25-000008 filed by Activest 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 ended2025-06-30
    13F 3,931 shares
    Change vs previous 13F -180 shares

    0.46% of the 13F portfolio, value $1,909,383.

    13F-HR 0001883134-25-000005 filed by Activest 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 ended2025-03-31
    13F 4,111 shares
    Change vs previous 13F +1,327 shares

    0.59% of the 13F portfolio, value $2,189,436.

    13F-HR 0001883134-25-000004 filed by Activest 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 ended2024-12-31
    13F 2,784 shares
    Change vs previous 13F +255 shares

    0.35% of the 13F portfolio, value $1,261,932.

    13F-HR 0001883134-25-000001 filed by Activest 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 ended2024-09-30
    13F 2,529 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,164,002.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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