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Dakota Wealth Management: BRK-B position timeline

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

Dakota Wealth Management held 64,892 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 64,892 shares
    Change vs previous 13F -980 shares

    0.62% of the 13F portfolio, value $32,471,306.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 65,872 shares
    Change vs previous 13F -5,617 shares

    0.68% of the 13F portfolio, value $31,565,864.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 71,489 shares
    Change vs previous 13F +7,446 shares

    0.64% of the 13F portfolio, value $35,933,947.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 64,043 shares
    Change vs previous 13F -25,511 shares

    0.65% of the 13F portfolio, value $32,196,978.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 89,554 shares
    Change vs previous 13F -6,326 shares

    0.92% of the 13F portfolio, value $43,502,791.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 95,880 shares
    Change vs previous 13F +23,432 shares

    1.2% of the 13F portfolio, value $51,063,929.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 72,448 shares
    Change vs previous 13F -2,012 shares

    0.76% of the 13F portfolio, value $32,839,365.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 74,460 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $34,271,097.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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