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Disclosery

REDW Wealth LLC: BRK-B position timeline

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

REDW Wealth LLC held 2,873 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,873 shares
    Change vs previous 13F +23 shares

    0.52% of the 13F portfolio, value $1,437,620.

    13F-HR 0001688931-26-000007 filed by REDW 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 ended2026-03-31
    13F 2,850 shares
    Change vs previous 13F +72 shares

    0.54% of the 13F portfolio, value $1,365,720.

    13F-HR 0001688931-26-000005 filed by REDW 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 ended2025-12-31
    13F 2,778 shares
    Change vs previous 13F +29 shares

    0.53% of the 13F portfolio, value $1,396,362.

    13F-HR 0001688931-26-000003 filed by REDW 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 ended2025-09-30
    13F 2,749 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $1,382,032.

    13F-HR 0001688931-25-000012 filed by REDW 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 ended2025-06-30
    13F 2,914 shares
    Change vs previous 13F +93 shares

    0.56% of the 13F portfolio, value $1,415,534.

    13F-HR 0001688931-25-000007 filed by REDW 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 ended2025-03-31
    13F 2,821 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,502,408.

    13F-HR 0001688931-25-000005 filed by REDW 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 ended2024-12-31
    13F 2,821 shares
    Change vs previous 13F -3,884 shares

    0.44% of the 13F portfolio, value $1,278,703.

    13F-HR 0001688931-25-000002 filed by REDW 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 ended2024-09-30
    13F 6,705 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,086,043.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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