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Disclosery

BNB Wealth Management, LLC: BRK-B position timeline

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

BNB Wealth Management, LLC held 2,907 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,907 shares
    Change vs previous 13F -300 shares

    0.8% of the 13F portfolio, value $1,454,634.

    13F-HR 0002111175-26-000003 filed by BNB Wealth Management, 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 3,207 shares
    Change vs previous 13F -124 shares

    0.99% of the 13F portfolio, value $1,536,794.

    13F-HR 0002111175-26-000002 filed by BNB 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 ended2025-12-31
    13F 3,331 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,674,327.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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