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Disclosery

DORCHESTER WEALTH MANAGEMENT Co: BRK-B position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 9,298 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,298 shares
    Change vs previous 13F -84 shares

    0.84% of the 13F portfolio, value $4,214,597.

    13F-HR 0001085146-25-000732 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,382 shares
    Change vs previous 13F -1,398 shares

    0.79% of the 13F portfolio, value $4,318,159.

    13F-HR 0001085146-24-005045 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,780 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $4,385,304.

    13F-HR 0001085146-24-003194 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,780 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $4,533,206.

    13F-HR 0001085146-24-002149 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 10,780 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $3,844,795.

    13F-HR 0001085146-24-000408 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 10,780 shares
    Change vs previous 13F +630 shares

    0.76% of the 13F portfolio, value $3,776,234.

    13F-HR 0001085146-23-003903 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 10,150 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $3,461,150.

    13F-HR 0001085146-23-002697 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 10,150 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,134,016.

    13F-HR 0001085146-23-001907 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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