HORAN Wealth, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HORAN Wealth, LLC on BRK-B, newest first. How the timeline and the estimate are built.
HORAN Wealth, LLC held 14,339 BRK-B shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F/A 14,339 sharesChange vs previous 13F +501 shares
0.9% of the 13F portfolio, value $7,175,192.
13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,838 sharesChange vs previous 13F +14 shares
0.64% of the 13F portfolio, value $6,684,080.
13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,824 sharesChange vs previous 13F +683 shares
1.07% of the 13F portfolio, value $6,948,734.
13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,141 sharesChange vs previous 13F +1,747 shares
1.04% of the 13F portfolio, value $6,606,436.
13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,394 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $5,534,864.
13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).