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Disclosery

True Wealth Design, LLC: BRK-B position timeline

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

True Wealth Design, LLC held 859 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 859 shares
    Change vs previous 13F +115 shares

    0.1% of the 13F portfolio, value $427,740.

    13F-HR 0001966033-26-000007 filed by True Wealth Design, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 744 shares
    Change vs previous 13F +124 shares

    0.09% of the 13F portfolio, value $372,291.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 620 shares
    Change vs previous 13F +138 shares

    0.08% of the 13F portfolio, value $297,104.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 482 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $242,278.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 481 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $241,758.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 377 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $183,077.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 341 shares
    Change vs previous 13F +91 shares

    0.07% of the 13F portfolio, value $181,546.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 250 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $113,266.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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