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Disclosery

Spire Wealth Management: BRK-B position timeline

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

Spire Wealth Management held 21,925 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,925 shares
    Change vs previous 13F -304 shares

    0.33% of the 13F portfolio, value $10,970,968.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 22,229 shares
    Change vs previous 13F -869 shares

    0.36% of the 13F portfolio, value $10,652,092.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 23,098 shares
    Change vs previous 13F -4,330 shares

    0.39% of the 13F portfolio, value $11,610,296.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 27,428 shares
    Change vs previous 13F -2,595 shares

    0.47% of the 13F portfolio, value $13,789,399.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 30,023 shares
    Change vs previous 13F -9,404 shares

    0.52% of the 13F portfolio, value $14,584,153.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 39,427 shares
    Change vs previous 13F +3,425 shares

    0.67% of the 13F portfolio, value $20,997,810.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 36,002 shares
    Change vs previous 13F -2,634 shares

    0.51% of the 13F portfolio, value $16,318,933.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 38,636 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $17,782,714.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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