CURIO WEALTH, LLC: BRK-B position timeline

CURIO WEALTH, LLC held 899 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 899 shares

   Change vs previous 13F +19 shares

   0.14% of the 13F portfolio, value $449,851.

   13F-HR 0002049201-26-000004 filed by CURIO WEALTH, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 880 shares

   Change vs previous 13F +9 shares

   0.14% of the 13F portfolio, value $421,696.

   13F-HR 0002049201-26-000002 filed by CURIO WEALTH, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 871 shares

   Change vs previous 13F +558 shares

   0.15% of the 13F portfolio, value $436,667.

   13F-HR 0002049201-26-000001 filed by CURIO WEALTH, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 313 shares

   Change vs previous 13F -497 shares

   0.06% of the 13F portfolio, value $157,358.

   13F-HR 0002049201-25-000006 filed by CURIO WEALTH, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 810 shares

   Change vs previous 13F +797 shares

   0.17% of the 13F portfolio, value $393,474.

   13F-HR 0002049201-25-000005 filed by CURIO WEALTH, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 13 shares

   Change vs previous 13F -439 shares

   2.71% of the 13F portfolio, value $371,236.

   13F-HR 0002049201-25-000004 filed by CURIO WEALTH, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 452 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $204,883.

   13F-HR 0002049201-25-000001 filed by CURIO WEALTH, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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