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Aspen Wealth Management LLC: BRK-B position timeline

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

Aspen Wealth Management LLC held 3,857 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,857 shares
    Change vs previous 13F +579 shares

    0.31% of the 13F portfolio, value $1,920,593.

    13F-HR 0001895252-26-000009 filed by Aspen Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,278 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,640,278.

    13F-HR 0001895252-26-000007 filed by Aspen 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 ended2026-03-31
    13F 3,278 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $1,570,818.

    13F-HR 0001895252-26-000004 filed by Aspen 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 ended2025-12-31
    13F 3,378 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $1,697,952.

    13F-HR 0001895252-26-000002 filed by Aspen 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 ended2025-09-30
    13F 3,278 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,647,982.

    13F-HR 0001895252-25-000012 filed by Aspen 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 ended2025-06-30
    13F 3,278 shares
    Change vs previous 13F +165 shares

    0.4% of the 13F portfolio, value $1,592,354.

    13F-HR 0001895252-25-000009 filed by Aspen 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 ended2025-03-31
    13F 3,113 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,657,922.

    13F-HR 0001895252-25-000007 filed by Aspen 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 ended2024-12-31
    13F 3,113 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,411,061.

    13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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