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IMG Wealth Management, Inc.: BRK-B position timeline

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

IMG Wealth Management, Inc. held 299 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $149,617.

    13F-HR 0001398344-26-013805 filed by IMG 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 ended2026-03-31
    13F 258 shares
    Change vs previous 13F -43 shares

    0.08% of the 13F portfolio, value $123,634.

    13F-HR 0001398344-26-009321 filed by IMG 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 ended2025-12-31
    13F 301 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $151,298.

    13F-HR 0001398344-26-002289 filed by IMG 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 ended2025-09-30
    13F 213 shares
    Change vs previous 13F -10 shares

    0.07% of the 13F portfolio, value $107,084.

    13F-HR 0001398344-25-020333 filed by IMG 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 ended2025-06-30
    13F 223 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $108,327.

    13F-HR 0001398344-25-014143 filed by IMG 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 ended2025-03-31
    13F 118 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $62,844.

    13F-HR 0001398344-25-007524 filed by IMG 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 ended2024-12-31
    13F 95 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,062.

    13F-HR 0001398344-25-002313 filed by IMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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