CASTLE WEALTH MANAGEMENT LLC: BRK-B position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 2,752 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 2,752 shares
Change vs previous 13F -10 shares
0.41% of the 13F portfolio, value $1,377,073.
13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,762 shares
Change vs previous 13F not available
0.43% of the 13F portfolio, value $1,323,550.
13F-HR 0001936420-26-000003 filed by CASTLE WEALTH MANAGEMENT LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).