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Keebeck Wealth Management: BRK-B position timeline

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

Keebeck Wealth Management held 6,728 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,728 shares
    Change vs previous 13F +283 shares

    0.33% of the 13F portfolio, value $3,366,624.

    13F-HR 0001172661-26-003296 filed by Keebeck 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 6,445 shares
    Change vs previous 13F +791 shares

    0.35% of the 13F portfolio, value $3,088,444.

    13F-HR 0001172661-26-001942 filed by Keebeck 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 5,654 shares
    Change vs previous 13F +381 shares

    0.33% of the 13F portfolio, value $2,841,983.

    13F-HR 0001172661-26-000927 filed by Keebeck 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 5,273 shares
    Change vs previous 13F +145 shares

    0.31% of the 13F portfolio, value $2,650,948.

    13F-HR 0001172661-25-004934 filed by Keebeck 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 5,128 shares
    Change vs previous 13F +302 shares

    0.33% of the 13F portfolio, value $2,491,029.

    13F-HR 0001172661-25-003388 filed by Keebeck 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 4,826 shares
    Change vs previous 13F +244 shares

    0.38% of the 13F portfolio, value $2,570,231.

    13F-HR 0001172661-25-001975 filed by Keebeck 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 4,582 shares
    Change vs previous 13F +170 shares

    0.3% of the 13F portfolio, value $2,076,929.

    13F-HR 0001172661-25-000854 filed by Keebeck 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 4,412 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,030,667.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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