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Prentice Wealth Management LLC: BRK-B position timeline

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

Prentice Wealth Management LLC held 4,587 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,587 shares
    Change vs previous 13F +15 shares

    0.47% of the 13F portfolio, value $2,295,289.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 4,572 shares
    Change vs previous 13F +14 shares

    0.49% of the 13F portfolio, value $2,190,902.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 4,558 shares
    Change vs previous 13F +166 shares

    0.52% of the 13F portfolio, value $2,291,079.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 4,392 shares
    Change vs previous 13F +104 shares

    0.54% of the 13F portfolio, value $2,208,034.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 4,288 shares
    Change vs previous 13F -73 shares

    0.55% of the 13F portfolio, value $2,082,982.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 4,361 shares
    Change vs previous 13F -152 shares

    0.67% of the 13F portfolio, value $2,322,581.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management 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 4,513 shares
    Change vs previous 13F +82 shares

    0.59% of the 13F portfolio, value $2,045,653.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 4,431 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,039,412.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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