Skip to content

RAND WEALTH, LLC: BRK-B position timeline

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

RAND WEALTH, LLC held 33,976 BRK-B shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 33,976 shares
    Change vs previous 13F -400 shares

    0.81% of the 13F portfolio, value $7,275,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 34,376 shares
    Change vs previous 13F +1,022 shares

    0.72% of the 13F portfolio, value $6,416,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 33,354 shares
    Change vs previous 13F -580 shares

    0.75% of the 13F portfolio, value $6,653,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 33,934 shares
    Change vs previous 13F -850 shares

    0.74% of the 13F portfolio, value $6,726,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 34,784 shares
    Change vs previous 13F -2,689 shares

    0.74% of the 13F portfolio, value $6,377,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 37,473 shares
    Change vs previous 13F +431 shares

    0.86% of the 13F portfolio, value $6,347,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 37,042 shares
    Change vs previous 13F -634 shares

    0.74% of the 13F portfolio, value $6,174,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 37,676 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,140,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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