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Stillwater Wealth Management Group: BRK-B position timeline

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

Stillwater Wealth Management Group held 4,450 BRK-B shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,450 shares
    Change vs previous 13F +265 shares

    1.32% of the 13F portfolio, value $2,132,440.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,185 shares
    Change vs previous 13F -130 shares

    1.43% of the 13F portfolio, value $2,103,590.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,315 shares
    Change vs previous 13F -2,898 shares

    1.52% of the 13F portfolio, value $2,169,323.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,213 shares
    Change vs previous 13F +1,013 shares

    3.33% of the 13F portfolio, value $3,841,500.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,200 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,810,336.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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