Skip to content
Disclosery

National Wealth Management Group, LLC: BRK-B position timeline

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

National Wealth Management Group, LLC held 4,806 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,806 shares
    Change vs previous 13F -107 shares

    0.74% of the 13F portfolio, value $2,404,874.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 4,913 shares
    Change vs previous 13F -5,492 shares

    0.88% of the 13F portfolio, value $2,354,237.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 10,405 shares
    Change vs previous 13F +46 shares

    1.81% of the 13F portfolio, value $5,230,073.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 10,359 shares
    Change vs previous 13F +136 shares

    1.96% of the 13F portfolio, value $5,207,884.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 10,223 shares
    Change vs previous 13F -85 shares

    2.78% of the 13F portfolio, value $4,966,027.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 10,308 shares
    Change vs previous 13F +99 shares

    3.61% of the 13F portfolio, value $5,489,835.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 10,209 shares
    Change vs previous 13F +921 shares

    3.08% of the 13F portfolio, value $4,627,536.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 9,288 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $4,274,895.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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