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Disclosery

WFA of San Diego, LLC: BRK-B position timeline

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

WFA of San Diego, LLC held 5,691 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 5,691 shares
    Change vs previous 13F -901 shares

    2.36% of the 13F portfolio, value $2,884,685.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 6,592 shares
    Change vs previous 13F -1,024 shares

    2.53% of the 13F portfolio, value $3,158,647.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 7,616 shares
    Change vs previous 13F -230 shares

    2.8% of the 13F portfolio, value $3,827,931.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 7,846 shares
    Change vs previous 13F -190 shares

    2.69% of the 13F portfolio, value $3,944,247.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 8,036 shares
    Change vs previous 13F -156 shares

    2.87% of the 13F portfolio, value $3,903,405.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 8,192 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $3,770,220.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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