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Boomfish Wealth Group, LLC: BRK-B position timeline

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

Boomfish Wealth Group, LLC held 5,255 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,255 shares
    Change vs previous 13F +696 shares

    1.2% of the 13F portfolio, value $2,629,549.

    13F-HR 0001437749-26-025568 filed by Boomfish Wealth Group, 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 4,559 shares
    Change vs previous 13F +45 shares

    1.17% of the 13F portfolio, value $2,184,673.

    13F-HR 0001437749-26-013018 filed by Boomfish Wealth Group, 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 4,514 shares
    Change vs previous 13F -348 shares

    1.21% of the 13F portfolio, value $2,268,962.

    13F-HR 0001437749-26-001622 filed by Boomfish Wealth Group, 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 4,862 shares
    Change vs previous 13F +50 shares

    1.32% of the 13F portfolio, value $2,444,322.

    13F-HR 0001437749-25-032225 filed by Boomfish Wealth Group, 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 4,812 shares
    Change vs previous 13F +816 shares

    1.35% of the 13F portfolio, value $2,337,525.

    13F-HR 0001437749-25-023367 filed by Boomfish Wealth Group, 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 3,996 shares
    Change vs previous 13F -65 shares

    1.38% of the 13F portfolio, value $2,128,190.

    13F-HR 0001437749-25-012338 filed by Boomfish Wealth Group, 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 4,061 shares
    Change vs previous 13F +117 shares

    1.12% of the 13F portfolio, value $1,840,770.

    13F-HR 0001437749-25-001706 filed by Boomfish Wealth Group, 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 3,944 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,815,265.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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