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MGB Wealth Management, LLC: BRK-B position timeline

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

MGB Wealth Management, LLC held 6,758 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,758 shares
    Change vs previous 13F -85 shares

    0.97% of the 13F portfolio, value $3,399,124.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,843 shares
    Change vs previous 13F -990 shares

    0.97% of the 13F portfolio, value $3,431,364.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,833 shares
    Change vs previous 13F -13 shares

    1.25% of the 13F portfolio, value $3,804,717.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,846 shares
    Change vs previous 13F +277 shares

    1.5% of the 13F portfolio, value $4,151,524.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,569 shares
    Change vs previous 13F +403 shares

    1.06% of the 13F portfolio, value $3,426,085.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,166 shares
    Change vs previous 13F +250 shares

    1.2% of the 13F portfolio, value $3,286,923.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 6,916 shares
    Change vs previous 13F +310 shares

    1.09% of the 13F portfolio, value $2,906,669.

    13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 6,606 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,774,254.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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