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SHELTON WEALTH MANAGEMENT, LLC: BRK-B position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 1,764 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,764 shares
    Change vs previous 13F +2 shares

    0.35% of the 13F portfolio, value $882,688.

    13F-HR 0001725547-26-000222 filed by SHELTON 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 1,762 shares
    Change vs previous 13F -226 shares

    0.37% of the 13F portfolio, value $844,350.

    13F-HR 0001725547-26-000164 filed by SHELTON 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 1,988 shares
    Change vs previous 13F +3 shares

    0.44% of the 13F portfolio, value $999,268.

    13F-HR 0001725547-26-000054 filed by SHELTON 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 1,985 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $997,939.

    13F-HR 0001725547-25-004105 filed by SHELTON 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 1,985 shares
    Change vs previous 13F -7 shares

    0.49% of the 13F portfolio, value $964,253.

    13F-HR 0001725547-25-003405 filed by SHELTON 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 1,992 shares
    Change vs previous 13F -91 shares

    0.61% of the 13F portfolio, value $1,060,899.

    13F-HR 0001725547-25-001425 filed by SHELTON 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 2,083 shares
    Change vs previous 13F -1,681 shares

    0.52% of the 13F portfolio, value $944,182.

    13F-HR 0001725547-25-000125 filed by SHELTON 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 3,764 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,732,419.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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