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Choice Wealth Advisors LLC: BRK-B position timeline

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

Choice Wealth Advisors LLC held 1,494 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,494 shares
    Change vs previous 13F -38 shares

    0.26% of the 13F portfolio, value $747,583.

    13F-HR 0001951757-26-000980 filed by Choice 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 1,532 shares
    Change vs previous 13F -52 shares

    0.29% of the 13F portfolio, value $734,134.

    13F-HR 0001951757-26-000556 filed by Choice 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 1,584 shares
    Change vs previous 13F -43 shares

    0.31% of the 13F portfolio, value $796,198.

    13F-HR 0001951757-26-000035 filed by Choice 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 1,627 shares
    Change vs previous 13F -64 shares

    0.35% of the 13F portfolio, value $817,958.

    13F-HR 0001951757-25-001283 filed by Choice 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 1,691 shares
    Change vs previous 13F -63 shares

    0.37% of the 13F portfolio, value $821,437.

    13F-HR 0001951757-25-000576 filed by Choice 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 1,754 shares
    Change vs previous 13F -65 shares

    0.49% of the 13F portfolio, value $934,145.

    13F-HR 0001951757-25-000287 filed by Choice 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 1,819 shares
    Change vs previous 13F -69 shares

    0.42% of the 13F portfolio, value $824,516.

    13F-HR 0001951757-25-000047 filed by Choice 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 1,888 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $868,971.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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