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Disclosery

Gray Wealth Management Inc.: BRK-B position timeline

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

Gray Wealth Management Inc. held 8,359 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,359 shares
    Change vs previous 13F +269 shares

    1.44% of the 13F portfolio, value $3,789,038.

    13F-HR 0001172661-25-000605 filed by Gray 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 ended2024-09-30
    13F 8,090 shares
    Change vs previous 13F +286 shares

    1.47% of the 13F portfolio, value $3,723,575.

    13F-HR 0001172661-24-004327 filed by Gray 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 ended2024-06-30
    13F 7,804 shares
    Change vs previous 13F +364 shares

    1.37% of the 13F portfolio, value $3,174,730.

    13F-HR 0001172661-24-003175 filed by Gray 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 ended2024-03-31
    13F 7,440 shares
    Change vs previous 13F +351 shares

    1.4% of the 13F portfolio, value $3,128,734.

    13F-HR 0001172661-24-001980 filed by Gray 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 ended2023-12-31
    13F 7,089 shares
    Change vs previous 13F -70 shares

    1.23% of the 13F portfolio, value $2,528,418.

    13F-HR 0001172661-24-000409 filed by Gray 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 ended2023-09-30
    13F 7,159 shares
    Change vs previous 13F +1,264 shares

    1.29% of the 13F portfolio, value $2,507,852.

    13F-HR 0001172661-23-003514 filed by Gray 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 ended2023-06-30
    13F 5,895 shares
    Change vs previous 13F +531 shares

    1.01% of the 13F portfolio, value $2,010,248.

    13F-HR 0001172661-23-003026 filed by Gray 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 ended2023-03-31
    13F 5,364 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,656,290.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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