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Disclosery

RMR Wealth Builders: BRK-B position timeline

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

RMR Wealth Builders held 16,806 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,806 shares
    Change vs previous 13F +2,951 shares

    0.52% of the 13F portfolio, value $8,409,361.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 13,855 shares
    Change vs previous 13F +632 shares

    0.52% of the 13F portfolio, value $6,639,131.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 13,223 shares
    Change vs previous 13F +379 shares

    0.53% of the 13F portfolio, value $6,646,523.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 12,844 shares
    Change vs previous 13F +1,318 shares

    0.54% of the 13F portfolio, value $6,457,328.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 11,526 shares
    Change vs previous 13F +3,699 shares

    0.51% of the 13F portfolio, value $5,599,116.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 7,827 shares
    Change vs previous 13F +60 shares

    0.44% of the 13F portfolio, value $4,168,461.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 7,767 shares
    Change vs previous 13F -359 shares

    0.36% of the 13F portfolio, value $3,520,589.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 8,126 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,740,036.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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