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Disclosery

NWAM LLC: BRK-B position timeline

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

NWAM LLC held 41,609 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,609 shares
    Change vs previous 13F -828 shares

    1.04% of the 13F portfolio, value $20,820,783.

    13F-HR 0001655006-26-000005 filed by NWAM 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 42,437 shares
    Change vs previous 13F +99 shares

    1.17% of the 13F portfolio, value $20,336,019.

    13F-HR 0001655006-26-000004 filed by NWAM 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 42,338 shares
    Change vs previous 13F -3,639 shares

    1.16% of the 13F portfolio, value $20,736,041.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 45,977 shares
    Change vs previous 13F -6,626 shares

    1.24% of the 13F portfolio, value $22,841,286.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 52,603 shares
    Change vs previous 13F -2,669 shares

    1.45% of the 13F portfolio, value $25,023,620.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 55,272 shares
    Change vs previous 13F -253 shares

    2.53% of the 13F portfolio, value $29,436,637.

    13F-HR 0001085146-25-002583 filed by NWAM 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 55,525 shares
    Change vs previous 13F -7,807 shares

    1.56% of the 13F portfolio, value $25,168,377.

    13F-HR 0001085146-25-000766 filed by NWAM 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 63,332 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $29,149,397.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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