Skip to content
Disclosery

A4 Wealth Advisors LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on BRK-B, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 863 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 863 shares
    Change vs previous 13F +344 shares

    0.29% of the 13F portfolio, value $431,837.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors LLC
    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 519 shares
    Change vs previous 13F -218 shares

    0.21% of the 13F portfolio, value $248,705.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors LLC
    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 737 shares
    Change vs previous 13F -476 shares

    0.32% of the 13F portfolio, value $370,453.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors LLC
    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 1,213 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $609,824.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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