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Heirloom Wealth Management: BRK-B position timeline

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

Heirloom Wealth Management held 56,873 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,873 shares
    Change vs previous 13F +7,427 shares

    4.12% of the 13F portfolio, value $28,458,450.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 49,446 shares
    Change vs previous 13F +7,372 shares

    4.27% of the 13F portfolio, value $23,694,284.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 42,074 shares
    Change vs previous 13F +1,109 shares

    4.89% of the 13F portfolio, value $21,148,245.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 40,965 shares
    Change vs previous 13F +2,642 shares

    4.98% of the 13F portfolio, value $20,594,493.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    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 38,323 shares
    Change vs previous 13F +197 shares

    4.91% of the 13F portfolio, value $18,615,921.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    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 38,126 shares
    Change vs previous 13F +1,413 shares

    5.82% of the 13F portfolio, value $20,304,879.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    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 36,713 shares
    Change vs previous 13F +2,431 shares

    4.99% of the 13F portfolio, value $16,641,042.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    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 34,282 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $15,778,403.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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