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Benchmark Wealth Management, LLC: BRK-B position timeline

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

Benchmark Wealth Management, LLC held 2,556 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,556 shares
    Change vs previous 13F -139 shares

    0.55% of the 13F portfolio, value $1,241,628.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 2,695 shares
    Change vs previous 13F -40 shares

    0.69% of the 13F portfolio, value $1,435,303.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 2,735 shares
    Change vs previous 13F -129 shares

    0.61% of the 13F portfolio, value $1,239,721.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 2,864 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,318,185.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 2,864 shares
    Change vs previous 13F -175 shares

    0.62% of the 13F portfolio, value $1,165,075.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 3,039 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,277,960.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 3,039 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,083,890.

    13F-HR 0001788241-24-000001 filed by Benchmark 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 ended2023-09-30
    13F 3,039 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,064,562.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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