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Kingsview Wealth Management, LLC: BRK-B position timeline

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

Kingsview Wealth Management, LLC held 42,838 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,838 shares
    Change vs previous 13F -4,593 shares

    0.26% of the 13F portfolio, value $21,435,707.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
    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 47,431 shares
    Change vs previous 13F +3,095 shares

    0.31% of the 13F portfolio, value $22,728,935.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 ended2025-12-31
    13F 44,336 shares
    Change vs previous 13F +1,287 shares

    0.32% of the 13F portfolio, value $22,285,490.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 ended2025-09-30
    13F 43,049 shares
    Change vs previous 13F +181 shares

    0.33% of the 13F portfolio, value $21,642,454.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 ended2025-06-30
    13F 42,868 shares
    Change vs previous 13F +42 shares

    0.35% of the 13F portfolio, value $20,824,148.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 ended2025-03-31
    13F 42,826 shares
    Change vs previous 13F -3,672 shares

    0.43% of the 13F portfolio, value $22,808,446.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 ended2024-12-31
    13F 46,498 shares
    Change vs previous 13F -12,080 shares

    0.41% of the 13F portfolio, value $21,076,762.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 ended2024-09-30
    13F 58,578 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $26,961,110.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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