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Fingerlakes Wealth Management, Inc.: BRK-B position timeline

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

Fingerlakes Wealth Management, Inc. held 4,570 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,570 shares
    Change vs previous 13F -60 shares

    1.23% of the 13F portfolio, value $2,286,852.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 4,630 shares
    Change vs previous 13F -323 shares

    1.47% of the 13F portfolio, value $2,218,763.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 4,953 shares
    Change vs previous 13F -168 shares

    1.58% of the 13F portfolio, value $2,489,695.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 5,121 shares
    Change vs previous 13F -7 shares

    1.68% of the 13F portfolio, value $2,574,601.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 5,128 shares
    Change vs previous 13F -124 shares

    1.86% of the 13F portfolio, value $2,491,096.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 5,252 shares
    Change vs previous 13F -520 shares

    2.38% of the 13F portfolio, value $2,797,184.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 5,772 shares
    Change vs previous 13F -62 shares

    2.11% of the 13F portfolio, value $2,616,395.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 5,834 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,685,221.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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