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Disclosery

Shira Ridge Wealth Management: BRK-B position timeline

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

Shira Ridge Wealth Management held 516 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 516 shares
    Change vs previous 13F -185 shares

    0.09% of the 13F portfolio, value $256,942.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 701 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $350,773.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 701 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $335,919.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 701 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $352,358.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 721 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $362,476.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 699 shares
    Change vs previous 13F +50 shares

    0.16% of the 13F portfolio, value $339,553.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 649 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $345,644.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 649 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $294,179.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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