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CMH Wealth Management LLC: BRK-B position timeline

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

CMH Wealth Management LLC held 13,628 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,628 shares
    Change vs previous 13F +78 shares

    1.04% of the 13F portfolio, value $6,819,315.

    13F-HR 0001657516-26-000004 filed by CMH Wealth Management 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 13,550 shares
    Change vs previous 13F +10,635 shares

    1.11% of the 13F portfolio, value $6,493,160.

    13F-HR 0001657516-26-000003 filed by CMH Wealth Management 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 2,915 shares
    Change vs previous 13F +287 shares

    0.31% of the 13F portfolio, value $1,465,225.

    13F-HR 0001657516-26-000001 filed by CMH Wealth Management 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 2,628 shares
    Change vs previous 13F -90 shares

    0.28% of the 13F portfolio, value $1,321,201.

    13F-HR 0001657516-25-000008 filed by CMH Wealth Management 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 2,718 shares
    Change vs previous 13F -504 shares

    0.31% of the 13F portfolio, value $1,320,323.

    13F-HR 0001657516-25-000004 filed by CMH Wealth Management 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 3,222 shares
    Change vs previous 13F -450 shares

    0.43% of the 13F portfolio, value $1,715,973.

    13F-HR 0001657516-25-000003 filed by CMH Wealth Management LLC
    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 3,672 shares
    Change vs previous 13F +1,350 shares

    0.38% of the 13F portfolio, value $1,664,445.

    13F-HR 0001657516-25-000002 filed by CMH Wealth Management LLC
    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 2,322 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,068,725.

    13F-HR 0001657516-24-000008 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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