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Lodestone Wealth Management LLC: BRK-B position timeline

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

Lodestone Wealth Management LLC held 5,902 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,902 shares
    Change vs previous 13F +10 shares

    0.99% of the 13F portfolio, value $2,939,076.

    13F-HR 0001950158-26-000006 filed by Lodestone Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,892 shares
    Change vs previous 13F -41 shares

    1.04% of the 13F portfolio, value $2,948,048.

    13F-HR 0001950158-26-000004 filed by Lodestone 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/A 5,933 shares
    Change vs previous 13F -102 shares

    1.13% of the 13F portfolio, value $2,842,854.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 6,035 shares
    Change vs previous 13F -338 shares

    1.24% of the 13F portfolio, value $3,033,241.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 6,373 shares
    Change vs previous 13F -104 shares

    1.44% of the 13F portfolio, value $3,203,711.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 6,477 shares
    Change vs previous 13F -1,279 shares

    1.53% of the 13F portfolio, value $3,146,089.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 7,756 shares
    Change vs previous 13F -203 shares

    2.2% of the 13F portfolio, value $4,130,424.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 7,959 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,607,429.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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