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Disclosery

KWB Wealth: BRK-B position timeline

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

KWB Wealth held 2,063 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,063 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $1,032,305.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 2,144 shares
    Change vs previous 13F +23 shares

    0.11% of the 13F portfolio, value $1,077,682.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 2,121 shares
    Change vs previous 13F -3,414 shares

    0.1% of the 13F portfolio, value $1,066,121.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 5,535 shares
    Change vs previous 13F -207 shares

    0.3% of the 13F portfolio, value $2,688,737.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 5,742 shares
    Change vs previous 13F +718 shares

    0.37% of the 13F portfolio, value $3,058,074.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 5,024 shares
    Change vs previous 13F +33 shares

    0.27% of the 13F portfolio, value $2,277,279.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 4,991 shares
    Change vs previous 13F -41 shares

    0.28% of the 13F portfolio, value $2,297,158.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 5,032 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,047,018.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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