BLACK POINT WEALTH MANAGEMENT: BRK-B position timeline

BLACK POINT WEALTH MANAGEMENT held 4,122 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 4,122 shares

   Change vs previous 13F -10,637 shares

   57.26% of the 13F portfolio, value $2,002,337.

   13F-HR 0001085146-25-003898 filed by BLACK POINT WEALTH MANAGEMENT
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 14,759 shares

   Change vs previous 13F -41,847 shares

   45.48% of the 13F portfolio, value $7,860,348.

   13F-HR 0001085146-25-002085 filed by BLACK POINT WEALTH MANAGEMENT
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 56,606 shares

   Change vs previous 13F -215 shares

   29.68% of the 13F portfolio, value $25,658,223.

   13F-HR 0001085146-25-000317 filed by BLACK POINT WEALTH MANAGEMENT
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 56,821 shares

   Change vs previous 13F +1 shares

   30.3% of the 13F portfolio, value $26,152,286.

   13F-HR 0001085146-24-005002 filed by BLACK POINT WEALTH MANAGEMENT
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 56,820 shares

   Change vs previous 13F not available

   23.95% of the 13F portfolio, value $23,114,246.

   13F-HR 0001085146-24-003621 filed by BLACK POINT WEALTH MANAGEMENT
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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