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Disclosery

Facet Wealth, Inc.: BRK-B position timeline

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

Facet Wealth, Inc. held 8,160 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,160 shares
    Change vs previous 13F -38 shares

    0.06% of the 13F portfolio, value $4,083,144.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 8,198 shares
    Change vs previous 13F +1,986 shares

    0.07% of the 13F portfolio, value $3,928,347.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 6,212 shares
    Change vs previous 13F +2,806 shares

    0.05% of the 13F portfolio, value $2,941,187.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 3,406 shares
    Change vs previous 13F +748 shares

    0.04% of the 13F portfolio, value $1,712,320.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 2,658 shares
    Change vs previous 13F +896 shares

    0.03% of the 13F portfolio, value $1,254,246.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 1,762 shares
    Change vs previous 13F +156 shares

    0.02% of the 13F portfolio, value $902,571.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 1,606 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $759,370.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 1,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $792,745.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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