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Disclosery

BCS Wealth Management: BRK-B position timeline

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

BCS Wealth Management held 2,939 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,939 shares
    Change vs previous 13F -297 shares

    0.26% of the 13F portfolio, value $1,470,649.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 3,236 shares
    Change vs previous 13F -3,157 shares

    0.32% of the 13F portfolio, value $1,550,691.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 6,393 shares
    Change vs previous 13F +3,336 shares

    0.32% of the 13F portfolio, value $3,213,446.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 3,057 shares
    Change vs previous 13F -546 shares

    0.35% of the 13F portfolio, value $1,536,877.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 3,603 shares
    Change vs previous 13F +1,030 shares

    0.38% of the 13F portfolio, value $1,750,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 2,573 shares
    Change vs previous 13F +190 shares

    0.35% of the 13F portfolio, value $1,370,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 2,383 shares
    Change vs previous 13F -250 shares

    0.27% of the 13F portfolio, value $1,080,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    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 2,633 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,212,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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