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Cove Private Wealth, LLC: BRK-B position timeline

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

Cove Private Wealth, LLC held 11,136 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,136 shares
    Change vs previous 13F +3,682 shares

    1.08% of the 13F portfolio, value $5,572,343.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 7,454 shares
    Change vs previous 13F +2,177 shares

    0.81% of the 13F portfolio, value $3,571,957.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 5,277 shares
    Change vs previous 13F +455 shares

    0.79% of the 13F portfolio, value $2,652,484.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 4,822 shares
    Change vs previous 13F +235 shares

    0.77% of the 13F portfolio, value $2,424,212.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 4,587 shares
    Change vs previous 13F +2,153 shares

    0.79% of the 13F portfolio, value $2,228,227.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 2,434 shares
    Change vs previous 13F +1,832 shares

    0.68% of the 13F portfolio, value $1,296,300.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 602 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $272,875.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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