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Disclosery

Melone Private Wealth, LLC: BRK-B position timeline

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

Melone Private Wealth, LLC held 1,572 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,572 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $786,613.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, 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 1,572 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $753,302.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, 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 1,572 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $790,166.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, 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 1,572 shares
    Change vs previous 13F +150 shares

    0.36% of the 13F portfolio, value $790,307.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, 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 1,422 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $690,637.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, 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 1,428 shares
    Change vs previous 13F -43 shares

    0.4% of the 13F portfolio, value $760,524.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, 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 1,471 shares
    Change vs previous 13F -16 shares

    0.35% of the 13F portfolio, value $666,775.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, 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 1,487 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $684,407.

    13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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