Seaside Wealth Management, Inc.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seaside Wealth Management, Inc. on BRK-B, newest first. How the timeline and the estimate are built.
Seaside Wealth Management, Inc. held 550 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 550 sharesChange vs previous 13F -2 shares
0.07% of the 13F portfolio, value $275,215.
13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 552 sharesChange vs previous 13F -14 shares
0.07% of the 13F portfolio, value $264,518.
13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 566 sharesChange vs previous 13F -3 shares
0.08% of the 13F portfolio, value $284,501.
13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 569 sharesChange vs previous 13F +14 shares
0.08% of the 13F portfolio, value $286,059.
13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 555 sharesChange vs previous 13F -1 shares
0.09% of the 13F portfolio, value $269,602.
13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 556 sharesChange vs previous 13F +34 shares
0.11% of the 13F portfolio, value $296,115.
13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 522 sharesChange vs previous 13F +10 shares
0.09% of the 13F portfolio, value $236,612.
13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 512 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $235,653.
13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).