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Disclosery

Nova R Wealth, Inc.: BRK-B position timeline

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

Nova R Wealth, Inc. held 9,976 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,976 shares
    Change vs previous 13F -90 shares

    1.46% of the 13F portfolio, value $4,991,665.

    13F-HR 0001729457-26-000003 filed by Nova R 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 ended2026-03-31
    13F 10,066 shares
    Change vs previous 13F -439 shares

    1.54% of the 13F portfolio, value $4,823,476.

    13F-HR 0001729457-26-000002 filed by Nova R 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 ended2025-12-31
    13F 10,505 shares
    Change vs previous 13F -83 shares

    1.92% of the 13F portfolio, value $5,280,110.

    13F-HR 0001729457-26-000001 filed by Nova R 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 ended2025-09-30
    13F 10,588 shares
    Change vs previous 13F +65 shares

    2.26% of the 13F portfolio, value $5,322,903.

    13F-HR 0001729457-25-000006 filed by Nova R 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 ended2025-06-30
    13F 10,523 shares
    Change vs previous 13F -62 shares

    2.38% of the 13F portfolio, value $5,111,595.

    13F-HR 0001729457-25-000003 filed by Nova R 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 ended2025-03-31
    13F 10,585 shares
    Change vs previous 13F -92 shares

    2.79% of the 13F portfolio, value $5,637,181.

    13F-HR 0001729457-25-000002 filed by Nova R 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 ended2024-12-31
    13F 10,677 shares
    Change vs previous 13F -40 shares

    2.44% of the 13F portfolio, value $4,839,578.

    13F-HR 0001729457-25-000001 filed by Nova R 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 ended2024-09-30
    13F 10,717 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,932,600.

    13F-HR 0001729457-24-000002 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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