Marietta Wealth Management, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marietta Wealth Management, LLC on BRK-B, newest first. How the timeline and the estimate are built.
Marietta Wealth Management, LLC held 21,884 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 21,884 sharesChange vs previous 13F +591 shares
1.13% of the 13F portfolio, value $10,950,535.
13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,293 sharesChange vs previous 13F +312 shares
1.21% of the 13F portfolio, value $10,203,606.
13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,981 sharesChange vs previous 13F -564 shares
1.22% of the 13F portfolio, value $10,546,100.
13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,545 sharesChange vs previous 13F +779 shares
1.32% of the 13F portfolio, value $10,831,533.
13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,766 sharesChange vs previous 13F -58 shares
1.32% of the 13F portfolio, value $10,087,500.
13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,824 sharesChange vs previous 13F +257 shares
1.63% of the 13F portfolio, value $11,090,446.
13F-HR 0001697847-25-000003 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,567 sharesChange vs previous 13F +915 shares
1.34% of the 13F portfolio, value $9,322,610.
13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,652 sharesChange vs previous 13F not available
1.31% of the 13F portfolio, value $9,045,030.
13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).