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Orca Wealth Management, LLC: BRK-B position timeline

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

Orca Wealth Management, LLC held 4,156 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,156 shares
    Change vs previous 13F +172 shares

    1.25% of the 13F portfolio, value $2,079,621.

    13F-HR 0002043765-26-000002 filed by Orca Wealth Management, 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 3,984 shares
    Change vs previous 13F +782 shares

    1.36% of the 13F portfolio, value $1,909,133.

    13F-HR 0002085853-26-000478 filed by Orca Wealth Management, 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 3,202 shares
    Change vs previous 13F +116 shares

    1.12% of the 13F portfolio, value $1,563,409.

    13F-HR 0002085853-26-000215 filed by Orca Wealth Management, 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 3,086 shares
    Change vs previous 13F +48 shares

    1.17% of the 13F portfolio, value $1,551,456.

    13F-HR 0002085853-25-000270 filed by Orca Wealth Management, 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 3,038 shares
    Change vs previous 13F -21 shares

    1.24% of the 13F portfolio, value $1,475,769.

    13F-HR 0001667731-25-000916 filed by Orca Wealth Management, 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 3,059 shares
    Change vs previous 13F -12 shares

    1.46% of the 13F portfolio, value $1,629,162.

    13F-HR 0001667731-25-000609 filed by Orca Wealth Management, 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 3,071 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,392,023.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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