Skip to content
Disclosery

Western Wealth Management, LLC: BRK-B position timeline

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

Western Wealth Management, LLC held 78,286 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,286 shares
    Change vs previous 13F -10,707 shares

    1.28% of the 13F portfolio, value $39,173,980.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 88,993 shares
    Change vs previous 13F -1,461 shares

    0.18% of the 13F portfolio, value $4,647,726.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 90,454 shares
    Change vs previous 13F +86 shares

    2.1% of the 13F portfolio, value $45,466,523.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 90,368 shares
    Change vs previous 13F -2,698 shares

    2.4% of the 13F portfolio, value $45,431,850.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 93,066 shares
    Change vs previous 13F -132 shares

    2.69% of the 13F portfolio, value $45,208,754.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 93,198 shares
    Change vs previous 13F +1,054 shares

    3.29% of the 13F portfolio, value $49,635,507.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 92,144 shares
    Change vs previous 13F -4,814 shares

    2.73% of the 13F portfolio, value $41,767,102.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 96,958 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $44,626,068.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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