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Disclosery

TradeWell Securities, LLC.: BRK-B position timeline

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

TradeWell Securities, LLC. held 1,121 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,121 shares
    Change vs previous 13F +70 shares

    0.2% of the 13F portfolio, value $560,937.

    13F-HR 0002085853-26-000884 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,051 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $503,639.

    13F-HR 0002085853-26-000368 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,025 shares
    Change vs previous 13F +164 shares

    0.2% of the 13F portfolio, value $515,216.

    13F-HR 0002085853-26-000225 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 861 shares
    Change vs previous 13F +68 shares

    0.18% of the 13F portfolio, value $428,950.

    13F-HR 0002085853-25-000049 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 793 shares
    Change vs previous 13F +224 shares

    0.18% of the 13F portfolio, value $385,216.

    13F-HR 0002085853-25-000007 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 569 shares
    Change vs previous 13F +15 shares

    0.17% of the 13F portfolio, value $303,038.

    13F-HR 0001667731-25-000561 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 554 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $251,117.

    13F-HR 0001667731-25-000560 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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