Wambolt & Associates, LLC: BRK-B position timeline

Wambolt & Associates, LLC held 11,453 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 11,453 shares

   Change vs previous 13F -1,324 shares

   1.89% of the 13F portfolio, value $5,607,604.

   13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 12,777 shares

   Change vs previous 13F -123 shares

   2.31% of the 13F portfolio, value $6,810,123.

   13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 12,900 shares

   Change vs previous 13F -2,857 shares

   1.87% of the 13F portfolio, value $5,847,405.

   13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 15,757 shares

   Change vs previous 13F -617 shares

   1.97% of the 13F portfolio, value $7,207,761.

   13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 16,374 shares

   Change vs previous 13F +2,742 shares

   1.93% of the 13F portfolio, value $6,634,665.

   13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 13,632 shares

   Change vs previous 13F +2,596 shares

   1.71% of the 13F portfolio, value $5,728,253.

   13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 11,036 shares

   Change vs previous 13F +720 shares

   1.29% of the 13F portfolio, value $3,936,173.

   13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
   Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 10,316 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $3,590,793.

   13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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