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Disclosery

Element Wealth, LLC: BRK-B position timeline

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

Element Wealth, LLC held 4,052 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 4,052 shares
    Change vs previous 13F +47 shares

    0.76% of the 13F portfolio, value $2,027,580.

    13F-HR 0001398344-26-014580 filed by Element Wealth, LLC
    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 4,005 shares
    Change vs previous 13F -25 shares

    0.79% of the 13F portfolio, value $1,919,196.

    13F-HR 0001398344-26-008170 filed by Element Wealth, LLC
    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 4,030 shares
    Change vs previous 13F +1,359 shares

    0.84% of the 13F portfolio, value $2,025,680.

    13F-HR 0001398344-26-003058 filed by Element Wealth, LLC
    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 2,671 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,342,819.

    13F-HR 0001398344-25-019962 filed by Element Wealth, LLC
    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 2,671 shares
    Change vs previous 13F +232 shares

    0.6% of the 13F portfolio, value $1,297,492.

    13F-HR 0001398344-25-013585 filed by Element Wealth, LLC
    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 2,439 shares
    Change vs previous 13F +25 shares

    0.7% of the 13F portfolio, value $1,298,963.

    13F-HR 0001398344-25-008003 filed by Element Wealth, LLC
    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 2,414 shares
    Change vs previous 13F +2 shares

    0.57% of the 13F portfolio, value $1,094,218.

    13F-HR 0001398344-25-001751 filed by Element Wealth, LLC
    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 2,412 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,110,147.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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