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Disclosery

McMill Wealth Management: BRK-A position timeline

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

McMill Wealth Management held 6,522 BRK-A shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,522 shares
    Change vs previous 13F +6,519 shares

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  2. period ended2026-03-31
    13F 3 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,154,420.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 3 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,264,400.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 3 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,262,600.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 3 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,181,750.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 3 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,395,325.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 3 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,042,760.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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