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Connecticut Wealth Management, LLC: BRK-B position timeline

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

Connecticut Wealth Management, LLC held 16,793 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,793 shares
    Change vs previous 13F -94 shares

    0.31% of the 13F portfolio, value $8,362,074.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,887 shares
    Change vs previous 13F -555 shares

    0.31% of the 13F portfolio, value $8,450,086.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 ended2026-03-31
    13F 17,442 shares
    Change vs previous 13F -692 shares

    0.35% of the 13F portfolio, value $8,358,206.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 ended2025-12-31
    13F 18,134 shares
    Change vs previous 13F -1,492 shares

    0.4% of the 13F portfolio, value $9,115,055.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 ended2025-09-30
    13F 19,626 shares
    Change vs previous 13F +3,357 shares

    0.44% of the 13F portfolio, value $9,866,775.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 ended2025-06-30
    13F 16,269 shares
    Change vs previous 13F -51 shares

    0.38% of the 13F portfolio, value $7,902,992.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 ended2025-03-31
    13F 16,320 shares
    Change vs previous 13F -194 shares

    0.46% of the 13F portfolio, value $8,691,706.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 ended2024-12-31
    13F 16,514 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,485,466.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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