Wolff Financial Management LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on BRK-B, newest first. How the timeline and the estimate are built.
Wolff Financial Management LLC held 3,304 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,304 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $1,653,289.
13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,304 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $1,583,277.
13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,304 sharesChange vs previous 13F +88 shares
0.37% of the 13F portfolio, value $1,660,756.
13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,216 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $1,616,812.
13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,216 sharesChange vs previous 13F +195 shares
0.4% of the 13F portfolio, value $1,562,000.
13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,021 sharesChange vs previous 13F +255 shares
0.45% of the 13F portfolio, value $1,609,000.
13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,766 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $1,254,000.
13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,766 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $1,273,000.
13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).