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Disclosery

HB Wealth Management, LLC: BRK-B position timeline

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

HB Wealth Management, LLC held 180,564 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,564 shares
    Change vs previous 13F +2,421 shares

    0.51% of the 13F portfolio, value $90,352,503.

    13F-HR 0001172661-26-002920 filed by HB 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 178,143 shares
    Change vs previous 13F +6,279 shares

    0.55% of the 13F portfolio, value $85,366,549.

    13F-HR 0001172661-26-001543 filed by HB 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 171,864 shares
    Change vs previous 13F +5,980 shares

    0.56% of the 13F portfolio, value $86,387,512.

    13F-HR 0001172661-26-000353 filed by HB 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 165,884 shares
    Change vs previous 13F +30,546 shares

    0.57% of the 13F portfolio, value $83,396,615.

    13F-HR 0001172661-25-004398 filed by HB 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 135,338 shares
    Change vs previous 13F -27,835 shares

    0.53% of the 13F portfolio, value $65,743,407.

    13F-HR 0001172661-25-002644 filed by HB 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 163,173 shares
    Change vs previous 13F +27,671 shares

    0.73% of the 13F portfolio, value $86,902,886.

    13F-HR 0001172661-25-001594 filed by HB 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 135,502 shares
    Change vs previous 13F +5,712 shares

    0.63% of the 13F portfolio, value $61,419,253.

    13F-HR 0001172661-25-000193 filed by HB 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 129,790 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $59,737,510.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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