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Disclosery

Simplicity Wealth,LLC: BRK-B position timeline

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

Simplicity Wealth,LLC held 16,545 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,545 shares
    Change vs previous 13F +2,974 shares

    0.28% of the 13F portfolio, value $8,279,153.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 13,571 shares
    Change vs previous 13F +1,536 shares

    0.37% of the 13F portfolio, value $6,503,415.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 12,035 shares
    Change vs previous 13F -897 shares

    0.36% of the 13F portfolio, value $6,049,594.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 12,932 shares
    Change vs previous 13F -5,659 shares

    0.38% of the 13F portfolio, value $6,501,635.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 18,591 shares
    Change vs previous 13F +9,269 shares

    0.38% of the 13F portfolio, value $9,031,339.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 9,322 shares
    Change vs previous 13F -1,633 shares

    0.39% of the 13F portfolio, value $4,964,877.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 10,955 shares
    Change vs previous 13F -3,095 shares

    1.04% of the 13F portfolio, value $4,965,683.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 14,050 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,466,611.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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