Skip to content
Disclosery

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on BRK-B, newest first. How the timeline and the estimate are built.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 41,899 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,899 shares
    Change vs previous 13F +4,207 shares

    0.31% of the 13F portfolio, value $20,965,910.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical 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 37,692 shares
    Change vs previous 13F +39 shares

    0.31% of the 13F portfolio, value $18,062,073.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical 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 37,653 shares
    Change vs previous 13F +1,382 shares

    0.34% of the 13F portfolio, value $18,926,351.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical 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 36,271 shares
    Change vs previous 13F +2,543 shares

    0.37% of the 13F portfolio, value $18,234,952.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical 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 33,728 shares
    Change vs previous 13F +4,731 shares

    0.37% of the 13F portfolio, value $16,384,118.

    13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical 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 28,997 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $15,443,296.

    13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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