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Gitterman Wealth Management, LLC: BRK-B position timeline

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

Gitterman Wealth Management, LLC held 1,418 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,418 shares
    Change vs previous 13F -400 shares

    0.16% of the 13F portfolio, value $712,885.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,818 shares
    Change vs previous 13F +398 shares

    0.21% of the 13F portfolio, value $883,130.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,420 shares
    Change vs previous 13F -166 shares

    0.2% of the 13F portfolio, value $756,263.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,586 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $718,902.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,579 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $726,751.

    13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,579 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $642,338.

    13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,579 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $664,001.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,779 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $634,498.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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