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Whalen Wealth Management Inc.: BRK-B position timeline

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

Whalen Wealth Management Inc. held 4,366 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,366 shares
    Change vs previous 13F +158 shares

    0.93% of the 13F portfolio, value $2,174,050.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,208 shares
    Change vs previous 13F +2,378 shares

    0.95% of the 13F portfolio, value $2,105,641.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,830 shares
    Change vs previous 13F -76 shares

    0.47% of the 13F portfolio, value $876,936.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,906 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $958,051.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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