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BigSur Wealth Management LLC: BRK-B position timeline

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

BigSur Wealth Management LLC held 13,774 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,774 shares
    Change vs previous 13F +922 shares

    1.62% of the 13F portfolio, value $6,858,763.

    13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,852 shares
    Change vs previous 13F +1,168 shares

    1.55% of the 13F portfolio, value $6,431,012.

    13F-HR 0001398344-26-012137 filed by BigSur 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 ended2026-03-31
    13F 11,684 shares
    Change vs previous 13F -2,600 shares

    1.57% of the 13F portfolio, value $5,598,973.

    13F-HR 0001398344-26-006828 filed by BigSur 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 ended2025-12-31
    13F 14,284 shares
    Change vs previous 13F +1,290 shares

    1.74% of the 13F portfolio, value $7,179,853.

    13F-HR 0001398344-26-001298 filed by BigSur 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 ended2025-09-30
    13F 12,994 shares
    Change vs previous 13F -1,605 shares

    1.6% of the 13F portfolio, value $6,532,604.

    13F-HR 0001398344-25-019122 filed by BigSur 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 ended2025-06-30
    13F 14,599 shares
    Change vs previous 13F +2,705 shares

    1.79% of the 13F portfolio, value $7,091,756.

    13F-HR 0001398344-25-013158 filed by BigSur 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 ended2025-03-31
    13F 11,894 shares
    Change vs previous 13F +454 shares

    1.72% of the 13F portfolio, value $6,334,507.

    13F-HR 0001398344-25-007207 filed by BigSur 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 ended2024-12-31
    13F 11,440 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,185,523.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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