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TriaGen Wealth Management LLC: BRK-B position timeline

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

TriaGen Wealth Management LLC held 4,487 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,487 shares
    Change vs previous 13F +703 shares

    0.54% of the 13F portfolio, value $2,234,340.

    13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,784 shares
    Change vs previous 13F +286 shares

    0.48% of the 13F portfolio, value $1,893,476.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
    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 3,498 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,676,242.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,498 shares
    Change vs previous 13F -409 shares

    0.45% of the 13F portfolio, value $1,758,270.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,907 shares
    Change vs previous 13F -1,086 shares

    0.51% of the 13F portfolio, value $1,964,205.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,993 shares
    Change vs previous 13F +12 shares

    0.73% of the 13F portfolio, value $2,425,450.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
    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 4,981 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,652,781.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
    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 4,981 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,257,788.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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