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Disclosery

Wealth Forward, LLC: BRK-B position timeline

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

Wealth Forward, LLC held 2,360 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,360 shares
    Change vs previous 13F -71 shares

    0.59% of the 13F portfolio, value $1,180,920.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 2,431 shares
    Change vs previous 13F +31 shares

    0.66% of the 13F portfolio, value $1,164,935.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 2,400 shares
    Change vs previous 13F +10 shares

    0.68% of the 13F portfolio, value $1,206,360.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 2,390 shares
    Change vs previous 13F -138 shares

    0.7% of the 13F portfolio, value $1,201,549.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, 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 2,528 shares
    Change vs previous 13F -117 shares

    0.83% of the 13F portfolio, value $1,228,027.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, 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 2,645 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,408,674.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, 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 2,645 shares
    Change vs previous 13F +152 shares

    0.85% of the 13F portfolio, value $1,198,926.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, 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 2,493 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,147,428.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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