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Benchmark Financial Wealth Advisors, LLC: BRK-B position timeline

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

Benchmark Financial Wealth Advisors, LLC held 2,439 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,439 shares
    Change vs previous 13F +148 shares

    0.3% of the 13F portfolio, value $1,220,582.

    13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth Advisors, 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 2,291 shares
    Change vs previous 13F -75 shares

    0.3% of the 13F portfolio, value $1,097,972.

    13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth Advisors, 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 2,366 shares
    Change vs previous 13F -43 shares

    0.34% of the 13F portfolio, value $1,189,401.

    13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth Advisors, 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 2,409 shares
    Change vs previous 13F +278 shares

    0.36% of the 13F portfolio, value $1,211,232.

    13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth Advisors, 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 2,131 shares
    Change vs previous 13F +205 shares

    0.34% of the 13F portfolio, value $1,035,303.

    13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, 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 1,926 shares
    Change vs previous 13F +146 shares

    0.39% of the 13F portfolio, value $1,025,839.

    13F-HR 0001757706-25-000006 filed by Benchmark Financial Wealth Advisors, 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 1,780 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $806,915.

    13F-HR 0001757706-25-000004 filed by Benchmark Financial Wealth Advisors, 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 1,780 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $819,341.

    13F-HR 0001757706-24-000012 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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