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MOKAN Wealth Management Inc.: BRK-B position timeline

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

MOKAN Wealth Management Inc. held 21,168 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,168 shares
    Change vs previous 13F +2,288 shares

    4.05% of the 13F portfolio, value $10,592,145.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 18,880 shares
    Change vs previous 13F +720 shares

    4% of the 13F portfolio, value $9,041,020.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 18,160 shares
    Change vs previous 13F +2,497 shares

    4.05% of the 13F portfolio, value $9,128,098.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 15,663 shares
    Change vs previous 13F +2,102 shares

    3.96% of the 13F portfolio, value $7,873,996.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 13,561 shares
    Change vs previous 13F +39 shares

    3.68% of the 13F portfolio, value $6,588,808.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 13,522 shares
    Change vs previous 13F +64 shares

    4.34% of the 13F portfolio, value $7,199,997.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 13,458 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $6,101,087.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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