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Segment Wealth Management, LLC: BRK-B position timeline

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

Segment Wealth Management, LLC held 163,605 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,605 shares
    Change vs previous 13F -378 shares

    4.25% of the 13F portfolio, value $81,866,306.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 163,983 shares
    Change vs previous 13F +559 shares

    4.61% of the 13F portfolio, value $78,580,654.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 163,424 shares
    Change vs previous 13F +2,689 shares

    4.76% of the 13F portfolio, value $82,145,074.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, 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 160,735 shares
    Change vs previous 13F +2,989 shares

    4.84% of the 13F portfolio, value $80,807,914.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, 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 157,746 shares
    Change vs previous 13F -836 shares

    4.86% of the 13F portfolio, value $76,628,274.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 158,582 shares
    Change vs previous 13F +7,041 shares

    5.71% of the 13F portfolio, value $84,457,602.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 151,541 shares
    Change vs previous 13F +1,535 shares

    4.68% of the 13F portfolio, value $68,690,504.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 150,006 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $69,041,762.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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