TLW Wealth Management, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLW Wealth Management, LLC on BRK-B, newest first. How the timeline and the estimate are built.
TLW Wealth Management, LLC held 38,154 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 38,154 sharesChange vs previous 13F -924 shares
10.8% of the 13F portfolio, value $19,091,880.
13F-HR 0001767217-26-000003 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,078 sharesChange vs previous 13F -31 shares
10.97% of the 13F portfolio, value $18,726,178.
13F-HR 0001767217-26-000002 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,109 sharesChange vs previous 13F -2,129 shares
11.34% of the 13F portfolio, value $19,658,139.
13F-HR 0001767217-26-000001 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,238 sharesChange vs previous 13F -1,542 shares
11.86% of the 13F portfolio, value $20,731,992.
13F-HR 0001767217-25-000006 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 42,780 sharesChange vs previous 13F +113 shares
11.58% of the 13F portfolio, value $20,781,241.
13F-HR 0001767217-25-000004 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,667 sharesChange vs previous 13F +178 shares
13.64% of the 13F portfolio, value $22,723,591.
13F-HR 0001767217-25-000002 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,489 sharesChange vs previous 13F -233 shares
11.47% of the 13F portfolio, value $19,259,414.
13F-HR 0001767217-25-000001 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,722 sharesChange vs previous 13F not available
11.68% of the 13F portfolio, value $19,663,228.
13F-HR 0001767217-24-000005 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).