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Aprio Wealth Management, LLC: BRK-B position timeline

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

Aprio Wealth Management, LLC held 20,386 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,386 shares
    Change vs previous 13F +820 shares

    0.5% of the 13F portfolio, value $10,201,181.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 19,566 shares
    Change vs previous 13F -748 shares

    0.51% of the 13F portfolio, value $9,376,248.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, 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 20,314 shares
    Change vs previous 13F +14,076 shares

    0.59% of the 13F portfolio, value $10,211,064.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, 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 6,238 shares
    Change vs previous 13F +305 shares

    0.31% of the 13F portfolio, value $3,136,323.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, 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 5,933 shares
    Change vs previous 13F +387 shares

    0.33% of the 13F portfolio, value $2,882,297.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, 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 5,546 shares
    Change vs previous 13F +301 shares

    0.37% of the 13F portfolio, value $2,953,689.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, 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 5,245 shares
    Change vs previous 13F +1,266 shares

    0.35% of the 13F portfolio, value $2,377,454.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,979 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,831,375.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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