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Ballew Advisors, Inc: BRK-B position timeline

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

Ballew Advisors, Inc held 3,114 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,114 shares
    Change vs previous 13F -10 shares

    0.78% of the 13F portfolio, value $1,565,073.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F -1,654 shares

    0.82% of the 13F portfolio, value $1,586,123.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 4,778 shares
    Change vs previous 13F -281 shares

    1.31% of the 13F portfolio, value $2,318,446.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 5,059 shares
    Change vs previous 13F -299 shares

    1.41% of the 13F portfolio, value $2,505,583.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 5,358 shares
    Change vs previous 13F -75 shares

    1.48% of the 13F portfolio, value $2,657,571.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 5,433 shares
    Change vs previous 13F -409 shares

    1.56% of the 13F portfolio, value $2,635,165.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 5,842 shares
    Change vs previous 13F +915 shares

    2.05% of the 13F portfolio, value $3,062,024.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 4,927 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,187,291.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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