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Capital Advisors Wealth Management, LLC: BRK-B position timeline

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

Capital Advisors Wealth Management, LLC held 18,564 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,564 shares
    Change vs previous 13F +272 shares

    1.04% of the 13F portfolio, value $9,243,944.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,292 shares
    Change vs previous 13F +1,627 shares

    1.08% of the 13F portfolio, value $9,153,134.

    13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, 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 16,665 shares
    Change vs previous 13F +435 shares

    1.07% of the 13F portfolio, value $7,985,868.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, 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 16,230 shares
    Change vs previous 13F -940 shares

    1.11% of the 13F portfolio, value $8,158,010.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, 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 17,170 shares
    Change vs previous 13F +1,262 shares

    1.23% of the 13F portfolio, value $8,632,046.

    13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, 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 15,908 shares
    Change vs previous 13F +2,591 shares

    1.21% of the 13F portfolio, value $7,727,629.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, 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 13,317 shares
    Change vs previous 13F -335 shares

    1.25% of the 13F portfolio, value $7,092,368.

    13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, 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 13,652 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $6,188,179.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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