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Disclosery

Baron Wealth Management LLC: BRK-B position timeline

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

Baron Wealth Management LLC held 2,384 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,384 shares
    Change vs previous 13F +203 shares

    0.31% of the 13F portfolio, value $1,192,930.

    13F-HR 0001968507-26-000006 filed by Baron 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 2,181 shares
    Change vs previous 13F +148 shares

    0.31% of the 13F portfolio, value $1,045,135.

    13F-HR 0001968507-26-000004 filed by Baron 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 2,033 shares
    Change vs previous 13F +130 shares

    0.31% of the 13F portfolio, value $1,021,887.

    13F-HR 0001968507-26-000003 filed by Baron 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 1,903 shares
    Change vs previous 13F -112 shares

    0.32% of the 13F portfolio, value $956,714.

    13F-HR 0001968507-25-000007 filed by Baron 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 2,015 shares
    Change vs previous 13F -127 shares

    0.35% of the 13F portfolio, value $978,827.

    13F-HR 0001968507-25-000006 filed by Baron 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 2,142 shares
    Change vs previous 13F +362 shares

    0.5% of the 13F portfolio, value $1,140,786.

    13F-HR 0001968507-25-000004 filed by Baron 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 1,780 shares
    Change vs previous 13F +50 shares

    0.38% of the 13F portfolio, value $806,838.

    13F-HR 0001968507-25-000001 filed by Baron 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 1,730 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $796,250.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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