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Disclosery

Private Wealth Group, LLC: BRK-B position timeline

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

Private Wealth Group, LLC held 14,509 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,509 shares
    Change vs previous 13F -35 shares

    2.8% of the 13F portfolio, value $7,260,032.

    13F-HR 0001420506-26-001200 filed by Private 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/A 14,544 shares
    Change vs previous 13F -34 shares

    3.25% of the 13F portfolio, value $6,969,364.

    13F-HR/A 0001420506-26-000712 filed by Private 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 14,578 shares
    Change vs previous 13F -13 shares

    3.52% of the 13F portfolio, value $7,327,505.

    13F-HR 0001420506-26-000029 filed by Private 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 14,591 shares
    Change vs previous 13F -516 shares

    3.65% of the 13F portfolio, value $7,335,479.

    13F-HR 0001420506-25-002897 filed by Private 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 15,107 shares
    Change vs previous 13F -71 shares

    3.9% of the 13F portfolio, value $7,338,527.

    13F-HR 0001420506-25-001548 filed by Private 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 15,178 shares
    Change vs previous 13F -11,889 shares

    4.75% of the 13F portfolio, value $8,083,499.

    13F-HR 0001420506-25-000781 filed by Private 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 27,067 shares
    Change vs previous 13F +578 shares

    6% of the 13F portfolio, value $12,268,930.

    13F-HR 0001420506-25-000046 filed by Private 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 26,489 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $12,191,827.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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