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Disclosery

BIP Wealth, LLC: BRK-B position timeline

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

BIP Wealth, LLC held 17,649 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,649 shares
    Change vs previous 13F +2,192 shares

    0.25% of the 13F portfolio, value $8,831,235.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
    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 15,457 shares
    Change vs previous 13F -1,416 shares

    0.3% of the 13F portfolio, value $7,407,211.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
    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 16,873 shares
    Change vs previous 13F +7,150 shares

    0.3% of the 13F portfolio, value $8,481,189.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,723 shares
    Change vs previous 13F +1,876 shares

    0.24% of the 13F portfolio, value $4,888,315.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,847 shares
    Change vs previous 13F +253 shares

    0.23% of the 13F portfolio, value $3,812,004.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,594 shares
    Change vs previous 13F +43 shares

    0.26% of the 13F portfolio, value $4,044,464.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
    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 7,551 shares
    Change vs previous 13F +225 shares

    0.23% of the 13F portfolio, value $3,422,761.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,326 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,371,910.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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