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
- period ended2026-06-3013F 4,259 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,240 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,994 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,038 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,036 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,888 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).