WealthTrust Axiom LLC: BRK-B position timeline

WealthTrust Axiom LLC held 7,061 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,061 shares

   Change vs previous 13F -67 shares

   0.79% of the 13F portfolio, value $3,533,415.

   13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,128 shares

   Change vs previous 13F +32 shares

   0.84% of the 13F portfolio, value $3,415,892.

   13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,096 shares

   Change vs previous 13F +59 shares

   0.92% of the 13F portfolio, value $3,566,966.

   13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,037 shares

   Change vs previous 13F -509 shares

   0.95% of the 13F portfolio, value $3,537,943.

   13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,546 shares

   Change vs previous 13F -225 shares

   1.08% of the 13F portfolio, value $3,665,777.

   13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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).

6. period ended2025-03-31

   13F 7,771 shares

   Change vs previous 13F -311 shares

   1.26% of the 13F portfolio, value $4,138,851.

   13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
   Filed 2025-05-14 (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).

7. period ended2024-12-31

   13F 8,082 shares

   Change vs previous 13F +5 shares

   1.09% of the 13F portfolio, value $3,663,375.

   13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
   Filed 2025-02-13 (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).

8. period ended2024-09-30

   13F 8,077 shares

   Change vs previous 13F not available

   1.1% of the 13F portfolio, value $3,717,485.

   13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
   Filed 2024-11-13 (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).