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Disclosery

TL Private Wealth: BRK-B position timeline

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

TL Private Wealth held 410 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 410 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $212,216.

    13F-HR 0001802868-26-000007 filed by TL Private Wealth
    Accepted , ingested

  2. period ended2026-06-30
    13F 410 shares
    Change vs previous 13F +410 shares

    0.08% of the 13F portfolio, value $206,640.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -410 shares

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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.

  4. period ended2025-12-31
    13F/A 410 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $204,631.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 410 shares
    Change vs previous 13F -138 shares

    0.08% of the 13F portfolio, value $201,691.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 548 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $261,960.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 548 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $269,967.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 548 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,263.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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