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Advisory Resource Group: BRK-B position timeline

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

Advisory Resource Group held 4,259 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,259 shares
    Change vs previous 13F +19 shares

    0.32% of the 13F portfolio, value $2,131,161.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 4,240 shares
    Change vs previous 13F +246 shares

    0.35% of the 13F portfolio, value $2,031,808.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 3,994 shares
    Change vs previous 13F -44 shares

    0.35% of the 13F portfolio, value $2,007,584.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 4,038 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $2,030,064.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 4,036 shares
    Change vs previous 13F +95 shares

    0.38% of the 13F portfolio, value $1,960,568.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 3,941 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,098,898.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 3,941 shares
    Change vs previous 13F +53 shares

    0.38% of the 13F portfolio, value $1,786,376.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 3,888 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,789,491.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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