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Turn8 Private Wealth Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 8,450 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,450 shares
    Change vs previous 13F -874 shares

    2.85% of the 13F portfolio, value $4,277,913.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth Inc.
    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 9,324 shares
    Change vs previous 13F +1,308 shares

    2.79% of the 13F portfolio, value $4,468,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth Inc.
    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 8,016 shares
    Change vs previous 13F -18 shares

    2.89% of the 13F portfolio, value $4,029,242.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth Inc.
    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 8,034 shares
    Change vs previous 13F +416 shares

    2.9% of the 13F portfolio, value $4,039,013.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth Inc.
    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 7,618 shares
    Change vs previous 13F +198 shares

    2.62% of the 13F portfolio, value $3,628,940.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth Inc.
    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 7,420 shares
    Change vs previous 13F +139 shares

    3.09% of the 13F portfolio, value $3,951,743.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth Inc.
    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 7,281 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $3,300,331.

    13F-HR 0002070026-25-000001 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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