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Disclosery

Graves Light Lenhart Wealth, Inc.: BRK-B position timeline

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

Graves Light Lenhart Wealth, Inc. held 71,402 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 71,402 shares
    Change vs previous 13F -1,659 shares

    3.33% of the 13F portfolio, value $35,554,626.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,061 shares
    Change vs previous 13F -639 shares

    3.41% of the 13F portfolio, value $36,558,994.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 73,700 shares
    Change vs previous 13F -631 shares

    3.67% of the 13F portfolio, value $35,317,040.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 74,331 shares
    Change vs previous 13F -518 shares

    3.96% of the 13F portfolio, value $37,362,477.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 74,849 shares
    Change vs previous 13F +447 shares

    4.18% of the 13F portfolio, value $37,629,586.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 74,402 shares
    Change vs previous 13F -5,052 shares

    4.3% of the 13F portfolio, value $36,142,260.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 79,454 shares
    Change vs previous 13F -1,654 shares

    5.19% of the 13F portfolio, value $42,315,611.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 81,108 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $36,764,634.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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