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Disclosery

Westshore Wealth, LLC: BRK-B position timeline

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

Westshore Wealth, LLC held 6,254 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,254 shares
    Change vs previous 13F +26 shares

    0.97% of the 13F portfolio, value $3,129,439.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 6,228 shares
    Change vs previous 13F -1,175 shares

    1.05% of the 13F portfolio, value $2,984,458.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 7,403 shares
    Change vs previous 13F -110 shares

    1.23% of the 13F portfolio, value $3,721,118.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 7,513 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,777,086.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 7,513 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $3,649,590.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 7,513 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $4,001,274.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 7,513 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $3,405,493.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 7,513 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,457,933.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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