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Disclosery

LPWM LLC: BRK-B position timeline

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

LPWM LLC held 8,005 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,005 shares
    Change vs previous 13F -505 shares

    0.89% of the 13F portfolio, value $4,005,622.

    13F-HR 0001951757-26-001044 filed by LPWM 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 8,510 shares
    Change vs previous 13F -508 shares

    1.03% of the 13F portfolio, value $4,077,992.

    13F-HR 0001951757-26-000557 filed by LPWM 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 9,018 shares
    Change vs previous 13F -233 shares

    1.14% of the 13F portfolio, value $4,532,898.

    13F-HR 0001951757-26-000010 filed by LPWM 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 9,251 shares
    Change vs previous 13F -244 shares

    1.24% of the 13F portfolio, value $4,650,848.

    13F-HR 0001951757-25-001174 filed by LPWM 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 9,495 shares
    Change vs previous 13F +295 shares

    1.35% of the 13F portfolio, value $4,612,386.

    13F-HR 0001951757-25-000587 filed by LPWM 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 9,200 shares
    Change vs previous 13F +140 shares

    1.58% of the 13F portfolio, value $4,899,736.

    13F-HR 0001951757-25-000345 filed by LPWM 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 9,060 shares
    Change vs previous 13F -54 shares

    1.32% of the 13F portfolio, value $4,106,717.

    13F-HR 0001951757-25-000018 filed by LPWM 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 9,114 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,128,277.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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