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Disclosery

Pacific Wealth Management: BRK-B position timeline

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

Pacific Wealth Management held 612 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 612 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $304,745.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 652 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $326,254.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 612 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $293,270.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 612 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $307,622.

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 612 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $307,677.

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 612 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $297,291.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 612 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $325,939.

    13F-HR 0001852338-25-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 612 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $277,407.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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