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Challenger Wealth Management: BRK-B position timeline

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

Challenger Wealth Management held 1,134 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,134 shares
    Change vs previous 13F -116 shares

    0.42% of the 13F portfolio, value $567,442.

    13F-HR 0002057602-26-000003 filed by Challenger 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 1,250 shares
    Change vs previous 13F -11 shares

    0.48% of the 13F portfolio, value $599,000.

    13F-HR 0002057602-26-000002 filed by Challenger 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 1,261 shares
    Change vs previous 13F -18 shares

    0.48% of the 13F portfolio, value $633,842.

    13F-HR 0002057602-26-000001 filed by Challenger 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 1,279 shares
    Change vs previous 13F -610 shares

    0.5% of the 13F portfolio, value $643,004.

    13F-HR 0002057602-25-000006 filed by Challenger 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 1,889 shares
    Change vs previous 13F -20 shares

    0.64% of the 13F portfolio, value $917,620.

    13F-HR 0002057602-25-000004 filed by Challenger 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 1,909 shares
    Change vs previous 13F -26 shares

    0.81% of the 13F portfolio, value $1,016,695.

    13F-HR 0002057602-25-000003 filed by Challenger 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 1,935 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $877,097.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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