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
- period ended2026-09-3013F 13,774 sharesChange 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 - period ended2026-06-3013F 12,852 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,684 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,284 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,994 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,599 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,440 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).