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Bestgate Wealth Advisors, LLC: BRK-B position timeline

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

Bestgate Wealth Advisors, LLC held 1,165 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 1,165 shares
    Change vs previous 13F +49 shares

    0.37% of the 13F portfolio, value $580,112.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,116 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $558,435.

    13F-HR 0002055670-26-000003 filed by Bestgate 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 ended2026-03-31
    13F 1,116 shares
    Change vs previous 13F -77 shares

    0.96% of the 13F portfolio, value $534,787.

    13F-HR 0002055670-26-000002 filed by Bestgate 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 ended2025-12-31
    13F 1,193 shares
    Change vs previous 13F -9 shares

    1.05% of the 13F portfolio, value $599,661.

    13F-HR 0002055670-26-000001 filed by Bestgate 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 ended2025-09-30
    13F 1,202 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $604,293.

    13F-HR 0002055670-25-000006 filed by Bestgate 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 ended2025-06-30
    13F 1,202 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $640,161.

    13F-HR 0002055670-25-000004 filed by Bestgate 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 ended2025-03-31
    13F 1,202 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $640,161.

    13F-HR 0002055670-25-000003 filed by Bestgate 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 ended2024-12-31
    13F 1,202 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $544,843.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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