Skip to content
Disclosery

Long Island Wealth Management, Inc.: BRK-B position timeline

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

Long Island Wealth Management, Inc. held 8,556 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,556 shares
    Change vs previous 13F +229 shares

    1.77% of the 13F portfolio, value $4,281,337.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 8,327 shares
    Change vs previous 13F +127 shares

    1.85% of the 13F portfolio, value $3,990,298.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 8,200 shares
    Change vs previous 13F -61 shares

    1.95% of the 13F portfolio, value $4,121,730.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 8,261 shares
    Change vs previous 13F +55 shares

    2.02% of the 13F portfolio, value $4,153,135.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 8,206 shares
    Change vs previous 13F -138 shares

    2.07% of the 13F portfolio, value $3,986,229.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 8,344 shares
    Change vs previous 13F -20 shares

    2.71% of the 13F portfolio, value $4,443,848.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 8,364 shares
    Change vs previous 13F -188 shares

    2.37% of the 13F portfolio, value $3,791,234.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 8,552 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,936,144.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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