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AVAII WEALTH MANAGEMENT, LLC: BRK-B position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 14,849 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,849 shares
    Change vs previous 13F +1,256 shares

    2.15% of the 13F portfolio, value $7,463,966.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,593 shares
    Change vs previous 13F +1,209 shares

    2% of the 13F portfolio, value $6,801,957.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 12,384 shares
    Change vs previous 13F +262 shares

    2.07% of the 13F portfolio, value $5,934,236.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 12,122 shares
    Change vs previous 13F -858 shares

    2.21% of the 13F portfolio, value $6,093,193.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 12,980 shares
    Change vs previous 13F +1,340 shares

    2.48% of the 13F portfolio, value $6,525,634.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 11,640 shares
    Change vs previous 13F +1,752 shares

    2.51% of the 13F portfolio, value $5,654,430.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 9,888 shares
    Change vs previous 13F -1,308 shares

    2.81% of the 13F portfolio, value $5,265,967.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 11,196 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $5,074,813.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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