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TLWM: BRK-B position timeline

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

TLWM held 1,968 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,968 shares
    Change vs previous 13F -93 shares

    0.16% of the 13F portfolio, value $979,972.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,061 shares
    Change vs previous 13F -318 shares

    0.17% of the 13F portfolio, value $1,031,309.

    13F-HR 0001732537-26-000004 filed by TLWM
    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 2,379 shares
    Change vs previous 13F -55 shares

    0.21% of the 13F portfolio, value $1,140,016.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,434 shares
    Change vs previous 13F -342 shares

    0.22% of the 13F portfolio, value $1,223,455.

    13F-HR 0001732537-26-000001 filed by TLWM
    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 2,776 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $1,395,609.

    13F-HR 0001085146-25-005906 filed by TLWM
    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 2,791 shares
    Change vs previous 13F +52 shares

    0.26% of the 13F portfolio, value $1,355,788.

    13F-HR 0001085146-25-004210 filed by TLWM
    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 2,739 shares
    Change vs previous 13F +35 shares

    0.29% of the 13F portfolio, value $1,458,740.

    13F-HR 0001085146-25-003000 filed by TLWM
    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 2,704 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,225,670.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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