CIC Wealth, LLC: BRK-B position timeline

CIC Wealth, LLC held 11,592 BRK-B shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 11,592 shares

   Change vs previous 13F +146 shares

   1.38% of the 13F portfolio, value $5,335,334.

   13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 11,446 shares

   Change vs previous 13F -416 shares

   1.28% of the 13F portfolio, value $4,656,233.

   13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
   Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 11,862 shares

   Change vs previous 13F -76 shares

   1.45% of the 13F portfolio, value $4,988,208.

   13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
   Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 11,938 shares

   Change vs previous 13F -37 shares

   1.35% of the 13F portfolio, value $4,257,807.

   13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 11,975 shares

   Change vs previous 13F -383 shares

   1.5% of the 13F portfolio, value $4,194,843.

   13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 12,358 shares

   Change vs previous 13F +989 shares

   1.46% of the 13F portfolio, value $4,214,078.

   13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 11,369 shares

   Change vs previous 13F +18 shares

   1.32% of the 13F portfolio, value $3,510,406.

   13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 11,351 shares

   Change vs previous 13F not available

   1.45% of the 13F portfolio, value $3,506,324.

   13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
   Filed 2023-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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