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Disclosery

Crestmont Private Wealth LLC: BRK-B position timeline

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

Crestmont Private Wealth LLC held 1,865 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,865 shares
    Change vs previous 13F -8 shares

    0.26% of the 13F portfolio, value $933,227.

    13F-HR 0001986152-26-000111 filed by Crestmont 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 1,873 shares
    Change vs previous 13F +148 shares

    0.28% of the 13F portfolio, value $897,542.

    13F-HR 0001986152-26-000069 filed by Crestmont 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 1,725 shares
    Change vs previous 13F -18 shares

    0.28% of the 13F portfolio, value $867,071.

    13F-HR 0001986152-26-000019 filed by Crestmont 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 1,743 shares
    Change vs previous 13F +141 shares

    0.29% of the 13F portfolio, value $876,276.

    13F-HR 0001986152-25-000106 filed by Crestmont 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 1,602 shares
    Change vs previous 13F +137 shares

    0.28% of the 13F portfolio, value $778,204.

    13F-HR 0001986152-25-000065 filed by Crestmont 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 1,465 shares
    Change vs previous 13F +197 shares

    0.34% of the 13F portfolio, value $780,230.

    13F-HR 0001873372-25-000002 filed by Crestmont 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 1,268 shares
    Change vs previous 13F +42 shares

    0.26% of the 13F portfolio, value $574,759.

    13F-HR 0001873372-25-000001 filed by Crestmont Private Wealth 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 1,226 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $564,279.

    13F-HR 0001738720-24-000006 filed by Crestmont Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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