Edge Wealth Management LLC: BRK-B position timeline

Edge Wealth Management LLC held 40,151 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 40,151 shares

   Change vs previous 13F +8 shares

   3.01% of the 13F portfolio, value $20,057,834.

   13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
   Accepted 2026-10-13 20:22:46 UTC, ingested 2026-10-13 20:23:13 UTC

2. period ended2026-06-30

   13F 40,143 shares

   Change vs previous 13F +39 shares

   3.38% of the 13F portfolio, value $20,071,099.

   13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
   Filed 2026-07-09 (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).

3. period ended2026-03-31

   13F 40,104 shares

   Change vs previous 13F -515 shares

   3.29% of the 13F portfolio, value $19,217,837.

   13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
   Filed 2026-04-21 (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).

4. period ended2025-12-31

   13F 40,619 shares

   Change vs previous 13F -151 shares

   3.6% of the 13F portfolio, value $20,417,140.

   13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
   Filed 2026-01-12 (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).

5. period ended2025-09-30

   13F 40,770 shares

   Change vs previous 13F +71 shares

   3.63% of the 13F portfolio, value $20,496,710.

   13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
   Filed 2025-10-14 (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).

6. period ended2025-06-30

   13F 40,699 shares

   Change vs previous 13F -580 shares

   3.8% of the 13F portfolio, value $19,753,260.

   13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
   Filed 2025-07-14 (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).

7. period ended2025-03-31

   13F 41,279 shares

   Change vs previous 13F +121 shares

   4.46% of the 13F portfolio, value $21,984,370.

   13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
   Filed 2025-04-11 (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).

8. period ended2024-12-31

   13F 41,158 shares

   Change vs previous 13F not available

   3.78% of the 13F portfolio, value $18,656,098.

   13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
   Filed 2025-01-15 (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).