Skip to content
Disclosery

Granite Bay Wealth Management, LLC: BRK-B position timeline

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

Granite Bay Wealth Management, LLC held 21,718 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,718 shares
    Change vs previous 13F +2,716 shares

    1% of the 13F portfolio, value $10,868,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay 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 ended2026-03-31
    13F 19,002 shares
    Change vs previous 13F +1,333 shares

    1.94% of the 13F portfolio, value $9,103,871.

    13F-HR 0001911472-26-000002 filed by Granite Bay 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 ended2025-12-31
    13F 17,669 shares
    Change vs previous 13F +852 shares

    2.15% of the 13F portfolio, value $8,881,057.

    13F-HR 0001911472-26-000001 filed by Granite Bay 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 ended2025-09-30
    13F 16,817 shares
    Change vs previous 13F +1,802 shares

    2.2% of the 13F portfolio, value $8,454,579.

    13F-HR 0001911472-25-000005 filed by Granite Bay 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 ended2025-06-30
    13F 15,015 shares
    Change vs previous 13F -149 shares

    2.34% of the 13F portfolio, value $7,294,000.

    13F-HR 0001911472-25-000004 filed by Granite Bay 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 ended2025-03-31
    13F 15,164 shares
    Change vs previous 13F -114 shares

    2.81% of the 13F portfolio, value $8,076,000.

    13F-HR 0001911472-25-000003 filed by Granite Bay 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 ended2024-12-31
    13F 15,278 shares
    Change vs previous 13F +620 shares

    2.57% of the 13F portfolio, value $6,925,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay 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 ended2024-09-30
    13F 14,658 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $6,746,000.

    13F-HR 0001911472-24-000004 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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