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Disclosery

Wealth Quarterback LLC: BRK-B position timeline

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

Wealth Quarterback LLC held 4,898 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,898 shares
    Change vs previous 13F +697 shares

    0.76% of the 13F portfolio, value $2,450,923.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 4,201 shares
    Change vs previous 13F +149 shares

    0.79% of the 13F portfolio, value $2,013,004.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 4,052 shares
    Change vs previous 13F +90 shares

    0.73% of the 13F portfolio, value $2,036,919.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 3,962 shares
    Change vs previous 13F -255 shares

    0.77% of the 13F portfolio, value $1,991,610.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 4,217 shares
    Change vs previous 13F +159 shares

    0.97% of the 13F portfolio, value $2,048,249.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 4,058 shares
    Change vs previous 13F -421 shares

    1.22% of the 13F portfolio, value $2,161,210.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 4,479 shares
    Change vs previous 13F +158 shares

    0.95% of the 13F portfolio, value $2,030,241.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 4,321 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,988,783.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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