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Factor Wealth Management LTD: BRK-B position timeline

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

Factor Wealth Management LTD held 3,205 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,205 shares
    Change vs previous 13F -184 shares

    0.24% of the 13F portfolio, value $1,595,930.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,389 shares
    Change vs previous 13F -12 shares

    0.26% of the 13F portfolio, value $1,695,822.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 3,401 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,629,759.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 3,401 shares
    Change vs previous 13F -20 shares

    0.37% of the 13F portfolio, value $1,709,513.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 3,421 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,719,874.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 3,421 shares
    Change vs previous 13F -75 shares

    0.45% of the 13F portfolio, value $1,661,819.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 3,496 shares
    Change vs previous 13F -13 shares

    0.57% of the 13F portfolio, value $1,861,900.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 3,509 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,590,560.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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