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Disclosery

Peninsula Wealth, LLC: BRK-B position timeline

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

Peninsula Wealth, LLC held 3,216 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,216 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $1,457,748.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,086 shares
    Change vs previous 13F +64 shares

    0.25% of the 13F portfolio, value $1,437,119.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,022 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $1,282,658.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 3,013 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,267,027.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,000 shares
    Change vs previous 13F +36 shares

    0.22% of the 13F portfolio, value $1,069,980.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 2,964 shares
    Change vs previous 13F +66 shares

    0.23% of the 13F portfolio, value $998,394.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 2,898 shares
    Change vs previous 13F +193 shares

    0.26% of the 13F portfolio, value $988,218.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 2,705 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $835,223.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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