MilWealth Group LLC: BRK-B position timeline

MilWealth Group LLC held 690 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 690 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $345,270.

   13F-HR 0001972750-26-000005 filed by MilWealth Group LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 690 shares

   Change vs previous 13F -34 shares

   0.08% of the 13F portfolio, value $330,648.

   13F-HR 0001972750-26-000004 filed by MilWealth Group LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 724 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $363,919.

   13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 724 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $363,984.

   13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 724 shares

   Change vs previous 13F -96 shares

   0.09% of the 13F portfolio, value $351,698.

   13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 820 shares

   Change vs previous 13F -43 shares

   0.12% of the 13F portfolio, value $436,716.

   13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 863 shares

   Change vs previous 13F +745 shares

   0.11% of the 13F portfolio, value $391,181.

   13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 118 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $54,311.

   13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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