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Disclosery

Braver Wealth Management, LLC: BRK-B position timeline

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

Braver Wealth Management, LLC held 4,614 BRK-B shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 4,614 shares
    Change vs previous 13F +4,614 shares

    0.12% of the 13F portfolio, value $752,000.

    13F-HR 0001566494-17-000001 filed by Braver 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 ended2016-09-30
    13F 0 shares
    Change vs previous 13F -2,579 shares

    13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2016-06-30
    13F 2,579 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $373,000.

    13F-HR 0001566494-16-000009 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 3,179 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $451,000.

    13F-HR 0001566494-16-000008 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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