SMART Wealth LLC: BRK-B position timeline

SMART Wealth LLC held 10,258 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 10,258 shares

   Change vs previous 13F -2,010 shares

   1.11% of the 13F portfolio, value $5,133,001.

   13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 12,268 shares

   Change vs previous 13F +604 shares

   1.72% of the 13F portfolio, value $5,878,826.

   13F-HR 0001214659-26-004993 filed by SMART Wealth LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,664 shares

   Change vs previous 13F -292 shares

   1.79% of the 13F portfolio, value $5,862,910.

   13F-HR 0001214659-26-000820 filed by SMART Wealth LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,956 shares

   Change vs previous 13F -3,535 shares

   2.27% of the 13F portfolio, value $6,010,759.

   13F-HR 0001214659-25-016070 filed by SMART Wealth LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 15,491 shares

   Change vs previous 13F +3,148 shares

   2.36% of the 13F portfolio, value $7,525,063.

   13F-HR 0001214659-25-011937 filed by SMART Wealth LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 12,343 shares

   Change vs previous 13F -2,339 shares

   2.36% of the 13F portfolio, value $6,573,635.

   13F-HR 0001214659-25-006525 filed by SMART Wealth LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 14,682 shares

   Change vs previous 13F +3,158 shares

   2.37% of the 13F portfolio, value $6,655,057.

   13F-HR 0001214659-25-001425 filed by SMART Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 11,524 shares

   Change vs previous 13F not available

   2.08% of the 13F portfolio, value $5,304,036.

   13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
   Filed 2024-12-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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