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Retirement Wealth Solutions LLC: BRK-B position timeline

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

Retirement Wealth Solutions LLC held 2,393 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,393 shares
    Change vs previous 13F +34 shares

    0.63% of the 13F portfolio, value $1,191,595.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,359 shares
    Change vs previous 13F -10 shares

    0.65% of the 13F portfolio, value $1,180,421.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,369 shares
    Change vs previous 13F +33 shares

    0.72% of the 13F portfolio, value $1,135,225.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,336 shares
    Change vs previous 13F +23 shares

    0.74% of the 13F portfolio, value $1,174,191.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,313 shares
    Change vs previous 13F +2,077 shares

    0.76% of the 13F portfolio, value $1,162,838.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 236 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $114,642.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 236 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $125,689.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 236 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $104,468.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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