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Disclosery

Destination Wealth Management: BRK-B position timeline

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

Destination Wealth Management held 114,698 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,698 shares
    Change vs previous 13F +2,586 shares

    1.34% of the 13F portfolio, value $57,393,684.

    13F-HR 0001278573-26-000008 filed by Destination 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 112,112 shares
    Change vs previous 13F +2,911 shares

    1.4% of the 13F portfolio, value $53,724,024.

    13F-HR 0001278573-26-000006 filed by Destination 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 109,201 shares
    Change vs previous 13F +5,400 shares

    1.44% of the 13F portfolio, value $54,889,883.

    13F-HR 0001278573-26-000003 filed by Destination 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 103,801 shares
    Change vs previous 13F +29,126 shares

    1.44% of the 13F portfolio, value $52,184,915.

    13F-HR 0001278573-25-000012 filed by Destination 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 74,675 shares
    Change vs previous 13F -884 shares

    1.06% of the 13F portfolio, value $36,274,875.

    13F-HR 0001278573-25-000009 filed by Destination 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 75,559 shares
    Change vs previous 13F -909 shares

    1.27% of the 13F portfolio, value $40,241,212.

    13F-HR 0001278573-25-000006 filed by Destination 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 76,468 shares
    Change vs previous 13F -454 shares

    1.08% of the 13F portfolio, value $34,661,415.

    13F-HR 0001278573-25-000002 filed by Destination 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 76,922 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $35,404,120.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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