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Disclosery

4WEALTH ADVISORS, INC.: BRK-B position timeline

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

4WEALTH ADVISORS, INC. held 1,937 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,937 shares
    Change vs previous 13F -1,074 shares

    0.67% of the 13F portfolio, value $973,303.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,011 shares
    Change vs previous 13F +151 shares

    1.15% of the 13F portfolio, value $1,493,208.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, 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 2,860 shares
    Change vs previous 13F +345 shares

    1.16% of the 13F portfolio, value $1,357,290.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, 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 2,515 shares
    Change vs previous 13F +66 shares

    1.09% of the 13F portfolio, value $1,263,913.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,449 shares
    Change vs previous 13F +437 shares

    1.14% of the 13F portfolio, value $1,230,959.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,012 shares
    Change vs previous 13F -622 shares

    1.02% of the 13F portfolio, value $977,126.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,634 shares
    Change vs previous 13F +193 shares

    1.55% of the 13F portfolio, value $1,402,549.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,441 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,106,230.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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