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PBMares Wealth Management LLC: BRK-B position timeline

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

PBMares Wealth Management LLC held 3,529 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,529 shares
    Change vs previous 13F +119 shares

    0.29% of the 13F portfolio, value $1,773,928.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 3,410 shares
    Change vs previous 13F -363 shares

    0.3% of the 13F portfolio, value $1,656,243.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 3,773 shares
    Change vs previous 13F -110 shares

    0.4% of the 13F portfolio, value $2,009,169.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 3,883 shares
    Change vs previous 13F +167 shares

    0.36% of the 13F portfolio, value $1,760,086.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 3,716 shares
    Change vs previous 13F +63 shares

    0.36% of the 13F portfolio, value $1,710,326.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 3,653 shares
    Change vs previous 13F -51 shares

    0.36% of the 13F portfolio, value $1,486,040.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 3,704 shares
    Change vs previous 13F -80 shares

    0.41% of the 13F portfolio, value $1,557,663.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 3,784 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,349,650.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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