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Disclosery

Palumbo Wealth Management LLC: BRK-B position timeline

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

Palumbo Wealth Management LLC held 14,819 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,819 shares
    Change vs previous 13F +61 shares

    1.55% of the 13F portfolio, value $7,415,280.

    13F-HR 0001951757-26-001230 filed by Palumbo 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 14,758 shares
    Change vs previous 13F +916 shares

    1.73% of the 13F portfolio, value $7,072,034.

    13F-HR 0001951757-26-000821 filed by Palumbo 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 13,842 shares
    Change vs previous 13F +5,087 shares

    1.72% of the 13F portfolio, value $6,957,682.

    13F-HR 0001951757-26-000262 filed by Palumbo 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 8,755 shares
    Change vs previous 13F -11 shares

    1.32% of the 13F portfolio, value $4,129,004.

    13F-HR 0001951757-25-001362 filed by Palumbo 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 8,766 shares
    Change vs previous 13F -1,562 shares

    1.32% of the 13F portfolio, value $4,258,260.

    13F-HR 0001951757-25-000827 filed by Palumbo 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 10,328 shares
    Change vs previous 13F +2,873 shares

    1.84% of the 13F portfolio, value $5,500,487.

    13F-HR 0001951757-25-000421 filed by Palumbo 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 7,455 shares
    Change vs previous 13F +154 shares

    1.26% of the 13F portfolio, value $3,379,203.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management 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 7,301 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,360,359.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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