Skip to content
Disclosery

Portside Wealth Group, LLC: BRK-B position timeline

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

Portside Wealth Group, LLC held 9,423 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,423 shares
    Change vs previous 13F +235 shares

    0.55% of the 13F portfolio, value $4,715,175.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 9,188 shares
    Change vs previous 13F -288 shares

    0.6% of the 13F portfolio, value $4,402,889.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 9,476 shares
    Change vs previous 13F +324 shares

    0.65% of the 13F portfolio, value $4,763,112.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 9,152 shares
    Change vs previous 13F +152 shares

    0.64% of the 13F portfolio, value $4,601,077.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 9,000 shares
    Change vs previous 13F -106 shares

    0.65% of the 13F portfolio, value $4,371,930.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 9,106 shares
    Change vs previous 13F +617 shares

    0.79% of the 13F portfolio, value $4,849,673.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 8,489 shares
    Change vs previous 13F +855 shares

    0.64% of the 13F portfolio, value $3,847,894.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 7,634 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,513,625.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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