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Avior Wealth Management, LLC: BRK-B position timeline

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

Avior Wealth Management, LLC held 100,808 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100,808 shares
    Change vs previous 13F -4,032 shares

    1.32% of the 13F portfolio, value $50,197,555.

    13F-HR 0001754960-26-000839 filed by Avior Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,840 shares
    Change vs previous 13F -4,202 shares

    1.38% of the 13F portfolio, value $52,460,910.

    13F-HR 0001754960-26-000402 filed by Avior 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 109,042 shares
    Change vs previous 13F +218 shares

    1.48% of the 13F portfolio, value $52,252,846.

    13F-HR 0001754960-26-000212 filed by Avior 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 108,824 shares
    Change vs previous 13F -2,974 shares

    1.7% of the 13F portfolio, value $54,700,300.

    13F-HR 0001754960-26-000005 filed by Avior 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 111,798 shares
    Change vs previous 13F -10,565 shares

    1.81% of the 13F portfolio, value $56,205,243.

    13F-HR 0001754960-25-000798 filed by Avior 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 122,363 shares
    Change vs previous 13F -608 shares

    2.05% of the 13F portfolio, value $59,440,284.

    13F-HR 0001754960-25-000419 filed by Avior 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 122,971 shares
    Change vs previous 13F -3,558 shares

    2.49% of the 13F portfolio, value $65,491,906.

    13F-HR 0001754960-25-000218 filed by Avior 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 126,529 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $57,353,149.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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