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Disclosery

NRI Wealth Management LC: BRK-B position timeline

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

NRI Wealth Management LC held 9,792 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,792 shares
    Change vs previous 13F -2 shares

    2.51% of the 13F portfolio, value $4,922,080.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 9,794 shares
    Change vs previous 13F -1,717 shares

    2.63% of the 13F portfolio, value $4,923,599.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 11,511 shares
    Change vs previous 13F +563 shares

    3.37% of the 13F portfolio, value $5,591,481.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 10,948 shares
    Change vs previous 13F +3,091 shares

    4.31% of the 13F portfolio, value $5,830,729.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,857 shares
    Change vs previous 13F +391 shares

    2.46% of the 13F portfolio, value $3,561,604.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,466 shares
    Change vs previous 13F +343 shares

    2.35% of the 13F portfolio, value $3,037,169.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,123 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $2,995,364.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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