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Disclosery

Beacon Financial Advisory LLC: BRK-B position timeline

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

Beacon Financial Advisory LLC held 3,006 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,006 shares
    Change vs previous 13F -44 shares

    0.3% of the 13F portfolio, value $1,504,172.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 3,050 shares
    Change vs previous 13F +148 shares

    0.33% of the 13F portfolio, value $1,461,560.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 2,902 shares
    Change vs previous 13F -237 shares

    0.34% of the 13F portfolio, value $1,458,691.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 3,139 shares
    Change vs previous 13F +128 shares

    0.37% of the 13F portfolio, value $1,578,101.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 3,011 shares
    Change vs previous 13F -89 shares

    0.38% of the 13F portfolio, value $1,462,653.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 3,100 shares
    Change vs previous 13F +411 shares

    0.5% of the 13F portfolio, value $1,650,998.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 2,689 shares
    Change vs previous 13F +227 shares

    0.4% of the 13F portfolio, value $1,218,870.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 2,462 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,133,160.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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