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JGP Wealth Management, LLC: BRK-B position timeline

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

JGP Wealth Management, LLC held 3,129 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,129 shares
    Change vs previous 13F +217 shares

    0.14% of the 13F portfolio, value $1,557,861.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,912 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $1,456,891.

    13F-HR 0001748278-26-000004 filed by JGP 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 ended2026-03-31
    13F 2,923 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $1,400,467.

    13F-HR 0001748278-26-000003 filed by JGP 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 ended2025-12-31
    13F 2,958 shares
    Change vs previous 13F -79 shares

    0.15% of the 13F portfolio, value $1,486,717.

    13F-HR 0001748278-26-000002 filed by JGP 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 ended2025-09-30
    13F 3,037 shares
    Change vs previous 13F -14 shares

    0.17% of the 13F portfolio, value $1,506,057.

    13F-HR 0001748278-25-000004 filed by JGP 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 ended2025-06-30
    13F 3,051 shares
    Change vs previous 13F -10 shares

    0.18% of the 13F portfolio, value $1,481,998.

    13F-HR 0001085146-25-004190 filed by JGP 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 ended2025-03-31
    13F 3,061 shares
    Change vs previous 13F -512 shares

    0.21% of the 13F portfolio, value $1,630,376.

    13F-HR 0001085146-25-001945 filed by JGP 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 ended2024-12-31
    13F 3,573 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,619,696.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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