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Disclosery

GDS Wealth Management: BRK-B position timeline

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

GDS Wealth Management held 5,539 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,539 shares
    Change vs previous 13F +1,900 shares

    0.13% of the 13F portfolio, value $2,771,660.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 3,639 shares
    Change vs previous 13F +136 shares

    0.1% of the 13F portfolio, value $1,743,809.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 3,503 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $1,760,783.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 3,506 shares
    Change vs previous 13F +91 shares

    0.12% of the 13F portfolio, value $1,762,606.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 3,415 shares
    Change vs previous 13F +48 shares

    0.12% of the 13F portfolio, value $1,658,905.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 3,367 shares
    Change vs previous 13F +1,331 shares

    0.15% of the 13F portfolio, value $1,793,197.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 2,036 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $922,878.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 2,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $920,520.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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