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Disclosery

NewEdge Wealth, LLC: BRK-B position timeline

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

NewEdge Wealth, LLC held 64,512 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,512 shares
    Change vs previous 13F +1,684 shares

    0.33% of the 13F portfolio, value $32,280,913.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 62,828 shares
    Change vs previous 13F -4,348 shares

    0.36% of the 13F portfolio, value $30,107,306.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 67,176 shares
    Change vs previous 13F +22,793 shares

    0.38% of the 13F portfolio, value $33,766,122.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 44,383 shares
    Change vs previous 13F +1,214 shares

    0.31% of the 13F portfolio, value $21,692,916.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 43,169 shares
    Change vs previous 13F +2,123 shares

    0.31% of the 13F portfolio, value $19,921,315.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 41,046 shares
    Change vs previous 13F +676 shares

    0.4% of the 13F portfolio, value $21,860,151.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 40,370 shares
    Change vs previous 13F +4,737 shares

    0.32% of the 13F portfolio, value $18,298,914.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 35,633 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,400,445.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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