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Monterey Private Wealth, Inc.: BRK-B position timeline

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

Monterey Private Wealth, Inc. held 37,157 BRK-B shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 37,157 shares
    Change vs previous 13F -104 shares

    5.83% of the 13F portfolio, value $19,789,075.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 37,261 shares
    Change vs previous 13F -8,289 shares

    5.57% of the 13F portfolio, value $16,889,666.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 45,550 shares
    Change vs previous 13F -23 shares

    7.14% of the 13F portfolio, value $20,964,843.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 45,573 shares
    Change vs previous 13F +264 shares

    6.93% of the 13F portfolio, value $18,539,096.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 45,309 shares
    Change vs previous 13F -1,672 shares

    7.65% of the 13F portfolio, value $19,053,341.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 46,981 shares
    Change vs previous 13F +1,053 shares

    7.56% of the 13F portfolio, value $16,756,243.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 45,928 shares
    Change vs previous 13F -27 shares

    8.09% of the 13F portfolio, value $16,088,578.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 45,955 shares
    Change vs previous 13F not available

    7.59% of the 13F portfolio, value $15,670,655.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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