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Disclosery

Peterson Wealth Services: BRK-B position timeline

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

Peterson Wealth Services held 17,662 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,662 shares
    Change vs previous 13F -40 shares

    1.93% of the 13F portfolio, value $8,837,888.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 17,702 shares
    Change vs previous 13F +390 shares

    2.1% of the 13F portfolio, value $8,482,798.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 17,312 shares
    Change vs previous 13F +17,287 shares

    2.23% of the 13F portfolio, value $8,701,877.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 25 shares
    Change vs previous 13F -17,395 shares

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  5. period ended2025-06-30
    13F 17,420 shares
    Change vs previous 13F +59 shares

    2.32% of the 13F portfolio, value $8,462,113.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 17,361 shares
    Change vs previous 13F +621 shares

    2.86% of the 13F portfolio, value $9,246,121.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 16,740 shares
    Change vs previous 13F +1,959 shares

    2.28% of the 13F portfolio, value $7,587,907.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 14,781 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $6,803,103.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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