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Tyler-Stone Wealth Management: BRK-B position timeline

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

Tyler-Stone Wealth Management held 18,581 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,581 shares
    Change vs previous 13F +404 shares

    1.45% of the 13F portfolio, value $9,025,933.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 18,177 shares
    Change vs previous 13F -588 shares

    1.74% of the 13F portfolio, value $9,680,540.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,765 shares
    Change vs previous 13F -168 shares

    1.51% of the 13F portfolio, value $8,505,801.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 18,933 shares
    Change vs previous 13F +10,015 shares

    1.65% of the 13F portfolio, value $8,714,111.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,918 shares
    Change vs previous 13F -85 shares

    1.5% of the 13F portfolio, value $3,627,846.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,003 shares
    Change vs previous 13F +4 shares

    1.68% of the 13F portfolio, value $3,785,941.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,999 shares
    Change vs previous 13F -457 shares

    1.61% of the 13F portfolio, value $3,209,583.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 9,456 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,312,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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