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Disclosery

POTENTIA WEALTH: BRK-B position timeline

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

POTENTIA WEALTH held 4,054 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,054 shares
    Change vs previous 13F -14,167 shares

    0.83% of the 13F portfolio, value $2,028,582.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 18,221 shares
    Change vs previous 13F +754 shares

    3.37% of the 13F portfolio, value $8,731,269.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 17,467 shares
    Change vs previous 13F +1,532 shares

    3.22% of the 13F portfolio, value $8,779,546.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 15,935 shares
    Change vs previous 13F +717 shares

    3.06% of the 13F portfolio, value $8,011,143.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 15,218 shares
    Change vs previous 13F -915 shares

    4.21% of the 13F portfolio, value $7,392,461.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 16,133 shares
    Change vs previous 13F -8,663 shares

    4.03% of the 13F portfolio, value $8,592,105.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 24,796 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $11,239,730.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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