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Disclosery

Altus Wealth Group LLC: BRK-B position timeline

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

Altus Wealth Group LLC held 3,848 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,848 shares
    Change vs previous 13F -152 shares

    0.7% of the 13F portfolio, value $1,925,501.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 4,000 shares
    Change vs previous 13F +218 shares

    0.79% of the 13F portfolio, value $1,916,800.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 3,782 shares
    Change vs previous 13F -8 shares

    0.76% of the 13F portfolio, value $1,901,022.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 3,790 shares
    Change vs previous 13F -500 shares

    0.78% of the 13F portfolio, value $1,905,385.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 4,290 shares
    Change vs previous 13F +8 shares

    0.92% of the 13F portfolio, value $2,083,953.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 4,282 shares
    Change vs previous 13F +17 shares

    1.07% of the 13F portfolio, value $2,280,508.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 4,265 shares
    Change vs previous 13F -445 shares

    0.86% of the 13F portfolio, value $1,933,239.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 4,710 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,167,825.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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