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AGH Wealth Advisors, LLC: BRK-B position timeline

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

AGH Wealth Advisors, LLC held 2,532 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,532 shares
    Change vs previous 13F +21 shares

    0.8% of the 13F portfolio, value $1,266,985.

    13F-HR 0002061010-26-000003 filed by AGH 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 2,511 shares
    Change vs previous 13F +114 shares

    0.89% of the 13F portfolio, value $1,203,272.

    13F-HR 0002061010-26-000002 filed by AGH 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 2,397 shares
    Change vs previous 13F -885 shares

    0.91% of the 13F portfolio, value $1,204,853.

    13F-HR 0002061010-26-000001 filed by AGH 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 3,282 shares
    Change vs previous 13F +99 shares

    1.21% of the 13F portfolio, value $1,649,994.

    13F-HR 0002061010-25-000002 filed by AGH 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 ended2025-06-30
    13F 3,183 shares
    Change vs previous 13F +36 shares

    1.27% of the 13F portfolio, value $1,546,205.

    13F-HR 0001085146-25-004521 filed by AGH 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 ended2025-03-31
    13F 3,147 shares
    Change vs previous 13F -56 shares

    1.62% of the 13F portfolio, value $1,676,028.

    13F-HR 0001085146-25-002056 filed by AGH 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 ended2024-12-31
    13F 3,203 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,451,852.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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