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Centric Wealth Management: BRK-B position timeline

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

Centric Wealth Management held 6,833 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,833 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,201,598.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 6,833 shares
    Change vs previous 13F -113 shares

    0.64% of the 13F portfolio, value $3,201,598.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 6,946 shares
    Change vs previous 13F +250 shares

    0.71% of the 13F portfolio, value $3,384,716.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 6,696 shares
    Change vs previous 13F +418 shares

    0.71% of the 13F portfolio, value $3,197,608.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 6,278 shares
    Change vs previous 13F -208 shares

    0.7% of the 13F portfolio, value $2,921,781.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 6,486 shares
    Change vs previous 13F +1,113 shares

    0.91% of the 13F portfolio, value $3,454,065.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 5,373 shares
    Change vs previous 13F +668 shares

    0.66% of the 13F portfolio, value $2,435,261.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 4,705 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,205,955.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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