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BCS Private Wealth Management, Inc.: BRK-B position timeline

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

BCS Private Wealth Management, Inc. held 25,118 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,118 shares
    Change vs previous 13F -784 shares

    3.79% of the 13F portfolio, value $12,568,796.

    13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
    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 25,902 shares
    Change vs previous 13F +2,879 shares

    3.77% of the 13F portfolio, value $12,412,238.

    13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
    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 23,023 shares
    Change vs previous 13F -834 shares

    3.95% of the 13F portfolio, value $11,572,511.

    13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
    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 23,857 shares
    Change vs previous 13F -269 shares

    4.29% of the 13F portfolio, value $11,993,868.

    13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
    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 24,126 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $11,720,000.

    13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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