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Disclosery

Allworth Financial LP: BRK-B position timeline

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

Allworth Financial LP held 160,529 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,529 shares
    Change vs previous 13F -6,167 shares

    0.34% of the 13F portfolio, value $80,327,042.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 166,696 shares
    Change vs previous 13F +2,011 shares

    0.32% of the 13F portfolio, value $79,880,693.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 164,685 shares
    Change vs previous 13F +2,426 shares

    0.34% of the 13F portfolio, value $82,778,878.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 162,259 shares
    Change vs previous 13F +3,986 shares

    0.36% of the 13F portfolio, value $81,574,073.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 158,273 shares
    Change vs previous 13F +11,041 shares

    0.37% of the 13F portfolio, value $76,884,142.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 147,232 shares
    Change vs previous 13F +741 shares

    0.44% of the 13F portfolio, value $78,274,260.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 146,491 shares
    Change vs previous 13F +41,359 shares

    0.37% of the 13F portfolio, value $67,460,786.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 105,132 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $48,388,245.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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