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Disclosery

Base Wealth Management LLC: BRK-B position timeline

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

Base Wealth Management LLC held 3,641 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,641 shares
    Change vs previous 13F +23 shares

    0.85% of the 13F portfolio, value $1,821,920.

    13F-HR 0002083977-26-000005 filed by Base 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 3,618 shares
    Change vs previous 13F -1,547 shares

    0.97% of the 13F portfolio, value $1,733,746.

    13F-HR 0002083977-26-000004 filed by Base 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 5,165 shares
    Change vs previous 13F -323 shares

    1.4% of the 13F portfolio, value $2,596,187.

    13F-HR 0002083977-26-000002 filed by Base 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 5,488 shares
    Change vs previous 13F +532 shares

    1.57% of the 13F portfolio, value $2,759,037.

    13F-HR 0002083977-25-000003 filed by Base 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 4,956 shares
    Change vs previous 13F +132 shares

    1.54% of the 13F portfolio, value $2,407,476.

    13F-HR 0002083977-25-000002 filed by Base 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 4,824 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,569,166.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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