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Disclosery

WADE G W & INC: BRK-B position timeline

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

WADE G W & INC held 60,744 BRK-B shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 60,744 shares
    Change vs previous 13F +1,434 shares

    0.7% of the 13F portfolio, value $21,665,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 59,310 shares
    Change vs previous 13F +4,795 shares

    0.77% of the 13F portfolio, value $20,776,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 54,515 shares
    Change vs previous 13F +7,957 shares

    0.68% of the 13F portfolio, value $18,589,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 46,558 shares
    Change vs previous 13F +1,488 shares

    0.55% of the 13F portfolio, value $14,376,000.

    13F-HR 0001580642-23-002645 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 45,070 shares
    Change vs previous 13F +4,093 shares

    0.57% of the 13F portfolio, value $13,922,000.

    13F-HR 0001580642-23-000803 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 40,977 shares
    Change vs previous 13F -12,896 shares

    0.54% of the 13F portfolio, value $10,942,000.

    13F-HR 0001580642-22-005737 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 53,873 shares
    Change vs previous 13F +14,177 shares

    0.67% of the 13F portfolio, value $14,708,000.

    13F-HR 0001580642-22-003989 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 39,696 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $14,009,000.

    13F-HR 0001580642-22-002717 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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