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Smith & Howard Wealth Management, LLC: BRK-B position timeline

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

Smith & Howard Wealth Management, LLC held 7,916 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,916 shares
    Change vs previous 13F -25 shares

    0.81% of the 13F portfolio, value $3,961,087.

    13F-HR 0001398344-26-013293 filed by Smith & Howard 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 7,941 shares
    Change vs previous 13F -112 shares

    0.82% of the 13F portfolio, value $3,805,327.

    13F-HR 0001398344-26-007266 filed by Smith & Howard 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 8,053 shares
    Change vs previous 13F -322 shares

    0.93% of the 13F portfolio, value $4,047,840.

    13F-HR 0001398344-26-001931 filed by Smith & Howard 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 8,375 shares
    Change vs previous 13F +8,375 shares

    0.98% of the 13F portfolio, value $4,210,448.

    13F-HR 0001398344-25-020714 filed by Smith & Howard 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,145 shares

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 8,145 shares
    Change vs previous 13F -478 shares

    1.04% of the 13F portfolio, value $3,691,966.

    13F-HR 0001398344-25-002254 filed by Smith & Howard 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 ended2024-09-30
    13F 8,623 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,968,822.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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