Skip to content
Disclosery

Bernard Wealth Management Corp.: BRK-B position timeline

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

Bernard Wealth Management Corp. held 9,389 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,389 shares
    Change vs previous 13F -191 shares

    1.73% of the 13F portfolio, value $4,697,912.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 9,580 shares
    Change vs previous 13F -290 shares

    1.96% of the 13F portfolio, value $4,590,736.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 9,870 shares
    Change vs previous 13F -387 shares

    2.01% of the 13F portfolio, value $4,961,156.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 10,257 shares
    Change vs previous 13F -57 shares

    2.15% of the 13F portfolio, value $5,156,605.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 10,314 shares
    Change vs previous 13F -806 shares

    2.32% of the 13F portfolio, value $5,010,232.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 11,120 shares
    Change vs previous 13F -54 shares

    2.89% of the 13F portfolio, value $5,922,290.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 11,174 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,064,951.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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