Skip to content
Disclosery

Aaron Wealth Advisors LLC: BRK-B position timeline

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

Aaron Wealth Advisors LLC held 27,692 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 27,692 shares
    Change vs previous 13F +2,708 shares

    0.67% of the 13F portfolio, value $13,789,554.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,984 shares
    Change vs previous 13F -1,446 shares

    0.64% of the 13F portfolio, value $12,502,068.

    13F-HR 0001172661-26-002640 filed by Aaron 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 ended2026-03-31
    13F 26,430 shares
    Change vs previous 13F -5,156 shares

    0.73% of the 13F portfolio, value $12,665,256.

    13F-HR 0001172661-26-001518 filed by Aaron 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 ended2025-12-31
    13F 31,586 shares
    Change vs previous 13F +3,953 shares

    0.88% of the 13F portfolio, value $15,876,703.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    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 27,633 shares
    Change vs previous 13F +7,979 shares

    0.84% of the 13F portfolio, value $13,892,214.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    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 19,654 shares
    Change vs previous 13F +500 shares

    0.98% of the 13F portfolio, value $9,547,324.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    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 19,154 shares
    Change vs previous 13F +2,439 shares

    1.17% of the 13F portfolio, value $10,201,037.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    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 16,715 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,576,575.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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