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Disclosery

Copperwynd Financial, LLC: BRK-B position timeline

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

Copperwynd Financial, LLC held 4,849 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,849 shares
    Change vs previous 13F +151 shares

    0.59% of the 13F portfolio, value $2,355,499.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,698 shares
    Change vs previous 13F +153 shares

    0.69% of the 13F portfolio, value $2,502,061.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,545 shares
    Change vs previous 13F -78 shares

    0.57% of the 13F portfolio, value $2,060,158.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,623 shares
    Change vs previous 13F +733 shares

    0.64% of the 13F portfolio, value $2,127,782.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,890 shares
    Change vs previous 13F +532 shares

    0.56% of the 13F portfolio, value $1,705,765.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,358 shares
    Change vs previous 13F +508 shares

    0.51% of the 13F portfolio, value $1,412,106.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,850 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,016,481.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,850 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $998,355.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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