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Spahn Wealth & Retirement LLC: BRK-B position timeline

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

Spahn Wealth & Retirement LLC held 630 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 630 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $315,246.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 630 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $301,896.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 630 shares
    Change vs previous 13F -4 shares

    0.2% of the 13F portfolio, value $316,670.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 634 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $318,737.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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 664 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $322,551.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement 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 664 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $353,633.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement 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 664 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $300,978.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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