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Smith Salley Wealth Management: BRK-B position timeline

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

Smith Salley Wealth Management held 101,635 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,635 shares
    Change vs previous 13F -890 shares

    2.21% of the 13F portfolio, value $50,857,180.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 102,525 shares
    Change vs previous 13F +1,180 shares

    2.47% of the 13F portfolio, value $49,129,870.

    13F-HR 0001062993-26-002022 filed by Smith Salley 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 ended2025-12-31
    13F 101,345 shares
    Change vs previous 13F -1,040 shares

    2.52% of the 13F portfolio, value $50,940,824.

    13F-HR 0001062993-26-000437 filed by Smith Salley 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 ended2025-09-30
    13F 102,385 shares
    Change vs previous 13F +1,697 shares

    2.65% of the 13F portfolio, value $51,473,046.

    13F-HR 0001062993-25-016209 filed by Smith Salley 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 ended2025-06-30
    13F 100,688 shares
    Change vs previous 13F +2,477 shares

    2.83% of the 13F portfolio, value $48,911,354.

    13F-HR 0001062993-25-012934 filed by Smith Salley 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 ended2025-03-31
    13F 98,211 shares
    Change vs previous 13F +247 shares

    3.43% of the 13F portfolio, value $52,305,145.

    13F-HR 0001062993-25-007992 filed by Smith Salley 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 ended2024-12-31
    13F 97,964 shares
    Change vs previous 13F +861 shares

    2.85% of the 13F portfolio, value $44,404,972.

    13F-HR 0001062993-25-000804 filed by Smith Salley 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 ended2024-09-30
    13F 97,103 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $44,692,475.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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