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Arkadios Wealth Advisors: BRK-B position timeline

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

Arkadios Wealth Advisors held 59,228 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,228 shares
    Change vs previous 13F -4,450 shares

    0.46% of the 13F portfolio, value $29,637,211.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 63,678 shares
    Change vs previous 13F -9,613 shares

    0.5% of the 13F portfolio, value $30,514,952.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 73,291 shares
    Change vs previous 13F +22,959 shares

    0.73% of the 13F portfolio, value $36,839,737.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 50,332 shares
    Change vs previous 13F +1,318 shares

    0.62% of the 13F portfolio, value $25,303,891.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 49,014 shares
    Change vs previous 13F +8,194 shares

    0.72% of the 13F portfolio, value $23,809,424.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 40,820 shares
    Change vs previous 13F +14,372 shares

    0.82% of the 13F portfolio, value $21,740,022.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 26,448 shares
    Change vs previous 13F -2,190 shares

    0.65% of the 13F portfolio, value $11,988,241.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 28,638 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $13,181,115.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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