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Philip James Wealth Mangement, LLC: BRK-B position timeline

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

Philip James Wealth Mangement, LLC held 434,980 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 434,980 shares
    Change vs previous 13F -1,401 shares

    24.5% of the 13F portfolio, value $217,659,642.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 436,381 shares
    Change vs previous 13F -1,673 shares

    24.05% of the 13F portfolio, value $209,113,775.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 438,054 shares
    Change vs previous 13F -4,038 shares

    25.51% of the 13F portfolio, value $220,187,843.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 442,092 shares
    Change vs previous 13F -3,743 shares

    25.94% of the 13F portfolio, value $222,257,321.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 445,835 shares
    Change vs previous 13F -28,852 shares

    27.62% of the 13F portfolio, value $216,573,257.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 474,687 shares
    Change vs previous 13F -24,878 shares

    30.76% of the 13F portfolio, value $252,808,791.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 499,565 shares
    Change vs previous 13F -18,595 shares

    29.27% of the 13F portfolio, value $226,442,873.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 518,160 shares
    Change vs previous 13F not available

    29.28% of the 13F portfolio, value $238,488,372.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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