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Todd Wealth Management, LLC: BRK-B position timeline

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

Todd Wealth Management, LLC held 6,186 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,186 shares
    Change vs previous 13F -614 shares

    2.35% of the 13F portfolio, value $3,095,413.

    13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 6,800 shares
    Change vs previous 13F -491 shares

    2.96% of the 13F portfolio, value $3,258,560.

    13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 7,291 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $3,664,821.

    13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
    Accepted , ingested