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Disclosery

Bridgewealth Advisory Group, LLC: BRK-B position timeline

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

Bridgewealth Advisory Group, LLC held 3,680 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,680 shares
    Change vs previous 13F -143 shares

    0.35% of the 13F portfolio, value $1,841,435.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 3,823 shares
    Change vs previous 13F -65 shares

    0.38% of the 13F portfolio, value $1,831,982.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 3,888 shares
    Change vs previous 13F +7 shares

    0.43% of the 13F portfolio, value $1,954,303.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 3,881 shares
    Change vs previous 13F -183 shares

    0.45% of the 13F portfolio, value $1,951,134.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 4,064 shares
    Change vs previous 13F +2,236 shares

    0.5% of the 13F portfolio, value $1,974,169.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 1,828 shares
    Change vs previous 13F -2,146 shares

    1.28% of the 13F portfolio, value $973,556.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 3,974 shares
    Change vs previous 13F +211 shares

    0.54% of the 13F portfolio, value $1,909,467.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 3,763 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,731,958.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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