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WPWealth LLP: BRK-B position timeline

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

WPWealth LLP held 4,634 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 4,634 shares
    Change vs previous 13F -220 shares

    0.34% of the 13F portfolio, value $2,318,807.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 4,854 shares
    Change vs previous 13F -16 shares

    0.36% of the 13F portfolio, value $2,326,037.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 4,870 shares
    Change vs previous 13F -854 shares

    0.38% of the 13F portfolio, value $2,447,906.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 5,724 shares
    Change vs previous 13F +41 shares

    0.47% of the 13F portfolio, value $2,877,684.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 5,683 shares
    Change vs previous 13F -19 shares

    0.5% of the 13F portfolio, value $2,760,631.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 5,702 shares
    Change vs previous 13F -1,312 shares

    0.6% of the 13F portfolio, value $3,036,771.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 7,014 shares
    Change vs previous 13F -2,371 shares

    0.65% of the 13F portfolio, value $3,179,306.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 9,385 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,319,540.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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