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Disclosery

ENZI WEALTH: BRK-B position timeline

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

ENZI WEALTH held 1,430 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,430 shares
    Change vs previous 13F +328 shares

    0.22% of the 13F portfolio, value $744,444.

    13F-HR 0001887441-26-000008 filed by ENZI WEALTH
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,102 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $541,181.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,112 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $532,870.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,112 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $548,383.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,110 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $542,579.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,106 shares
    Change vs previous 13F -24 shares

    0.19% of the 13F portfolio, value $526,301.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,130 shares
    Change vs previous 13F -110 shares

    0.24% of the 13F portfolio, value $600,753.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,240 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $571,032.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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