Skip to content
Disclosery

Waldron Private Wealth LLC: BRK-B position timeline

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

Waldron Private Wealth LLC held 34,448 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,448 shares
    Change vs previous 13F +460 shares

    0.6% of the 13F portfolio, value $17,236,816.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
    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 33,988 shares
    Change vs previous 13F +526 shares

    0.64% of the 13F portfolio, value $16,286,453.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
    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 33,462 shares
    Change vs previous 13F +1,226 shares

    0.66% of the 13F portfolio, value $16,819,046.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,236 shares
    Change vs previous 13F -711 shares

    0.66% of the 13F portfolio, value $16,205,707.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,947 shares
    Change vs previous 13F -4,363 shares

    0.7% of the 13F portfolio, value $16,004,058.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,310 shares
    Change vs previous 13F -53,926 shares

    0.94% of the 13F portfolio, value $19,870,056.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
    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 91,236 shares
    Change vs previous 13F +45,544 shares

    1.66% of the 13F portfolio, value $41,354,356.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,692 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $21,029,629.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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