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Disclosery

Causey Wealth LLC: BRK-A position timeline

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

Causey Wealth LLC held 10 BRK-A shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10 shares
    Change vs previous 13F 0 shares

    2.93% of the 13F portfolio, value $7,488,500.

    13F-HR 0002132639-26-000011 filed by Causey Wealth 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 10 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $7,181,400.

    13F-HR 0002132639-26-000004 filed by Causey Wealth 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/A 10 shares
    Change vs previous 13F 0 shares

    3.43% of the 13F portfolio, value $7,548,000.

    13F-HR 0002132639-26-000002 filed by Causey Wealth 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 10 shares
    Change vs previous 13F 0 shares

    3.68% of the 13F portfolio, value $7,542,000.

    13F-HR 0002132639-26-000008 filed by Causey Wealth 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 10 shares
    Change vs previous 13F 0 shares

    3.75% of the 13F portfolio, value $7,288,000.

    13F-HR 0002132639-26-000007 filed by Causey Wealth 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 10 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $7,984,416.

    13F-HR 0002132639-26-000006 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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