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Disclosery

Wealth Group Ltd: BRK-B position timeline

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

Wealth Group Ltd held 2,001 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,001 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $1,005,803.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F -202 shares

    0.19% of the 13F portfolio, value $1,002,281.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,205 shares
    Change vs previous 13F -67 shares

    0.24% of the 13F portfolio, value $1,056,636.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,272 shares
    Change vs previous 13F -263 shares

    0.26% of the 13F portfolio, value $1,142,021.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,535 shares
    Change vs previous 13F -1,831 shares

    0.29% of the 13F portfolio, value $1,274,446.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,366 shares
    Change vs previous 13F +1,827 shares

    0.54% of the 13F portfolio, value $2,120,872.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,539 shares
    Change vs previous 13F -3 shares

    0.4% of the 13F portfolio, value $1,352,221.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,542 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,152,238.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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