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Disclosery

AE Wealth Management LLC: BRK-B position timeline

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

AE Wealth Management LLC held 298,883 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,883 shares
    Change vs previous 13F +22,662 shares

    0.7% of the 13F portfolio, value $149,558,443.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 276,221 shares
    Change vs previous 13F +10,338 shares

    0.72% of the 13F portfolio, value $132,364,819.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 265,883 shares
    Change vs previous 13F -12,193 shares

    0.77% of the 13F portfolio, value $133,646,677.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 278,076 shares
    Change vs previous 13F +31,105 shares

    0.89% of the 13F portfolio, value $139,799,940.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 246,971 shares
    Change vs previous 13F +15,661 shares

    0.88% of the 13F portfolio, value $119,970,993.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 231,310 shares
    Change vs previous 13F +7,098 shares

    1.04% of the 13F portfolio, value $123,190,920.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 224,212 shares
    Change vs previous 13F +16,756 shares

    0.86% of the 13F portfolio, value $101,629,961.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 207,456 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $95,482,839.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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