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Disclosery

WEALTH EFFECTS LLC: BRK-B position timeline

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

WEALTH EFFECTS LLC held 5,485 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,485 shares
    Change vs previous 13F +175 shares

    0.74% of the 13F portfolio, value $2,744,639.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 5,310 shares
    Change vs previous 13F +5 shares

    0.9% of the 13F portfolio, value $2,544,552.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 5,305 shares
    Change vs previous 13F +20 shares

    0.84% of the 13F portfolio, value $2,666,558.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 5,285 shares
    Change vs previous 13F +290 shares

    0.85% of the 13F portfolio, value $2,656,981.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 4,995 shares
    Change vs previous 13F -285 shares

    0.91% of the 13F portfolio, value $2,426,421.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 5,280 shares
    Change vs previous 13F -25 shares

    1.18% of the 13F portfolio, value $2,812,022.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 5,305 shares
    Change vs previous 13F -3 shares

    0.85% of the 13F portfolio, value $2,404,650.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 5,308 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,442,830.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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