Fidato Wealth LLC: BRK-B position timeline

Fidato Wealth LLC held 1,104 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,104 shares

   Change vs previous 13F +1,104 shares

   0.3% of the 13F portfolio, value $549,737.

   13F-HR 0001172661-26-004513 filed by Fidato Wealth LLC
   Accepted 2026-10-13 19:19:29 UTC, ingested 2026-10-13 19:20:13 UTC

2. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -505 shares

   13F-HR 0001172661-26-003019 filed by Fidato Wealth LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2026-03-31

   13F 505 shares

   Change vs previous 13F +3 shares

   0.16% of the 13F portfolio, value $241,996.

   13F-HR 0001711360-26-000003 filed by Fidato Wealth LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 502 shares

   Change vs previous 13F -125 shares

   0.16% of the 13F portfolio, value $252,330.

   13F-HR 0001711360-26-000001 filed by Fidato Wealth LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 627 shares

   Change vs previous 13F +627 shares

   0.21% of the 13F portfolio, value $315,218.

   13F-HR 0001711360-25-000007 filed by Fidato Wealth LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,029 shares

   13F-HR 0001711360-25-000004 filed by Fidato Wealth LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2025-03-31

   13F 1,029 shares

   Change vs previous 13F -66 shares

   0.42% of the 13F portfolio, value $548,025.

   13F-HR 0001711360-25-000003 filed by Fidato Wealth LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 1,095 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $496,342.

   13F-HR 0001711360-25-000001 filed by Fidato Wealth LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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