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CONSILIO WEALTH ADVISORS, LLC: BRK-B position timeline

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

CONSILIO WEALTH ADVISORS, LLC held 2,483 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,483 shares
    Change vs previous 13F -140 shares

    0.3% of the 13F portfolio, value $1,242,468.

    13F-HR 0001986152-26-000120 filed by CONSILIO 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 2,623 shares
    Change vs previous 13F +154 shares

    0.37% of the 13F portfolio, value $1,256,942.

    13F-HR 0001986152-26-000060 filed by CONSILIO 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 2,469 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $1,241,043.

    13F-HR 0001986152-26-000048 filed by CONSILIO 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 2,504 shares
    Change vs previous 13F +78 shares

    0.41% of the 13F portfolio, value $1,258,861.

    13F-HR 0001986152-25-000109 filed by CONSILIO 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 2,426 shares
    Change vs previous 13F -8 shares

    0.42% of the 13F portfolio, value $1,178,450.

    13F-HR 0001951757-25-000982 filed by CONSILIO 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 2,434 shares
    Change vs previous 13F +49 shares

    0.54% of the 13F portfolio, value $1,296,300.

    13F-HR 0001951757-25-000295 filed by CONSILIO 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 2,385 shares
    Change vs previous 13F +40 shares

    0.44% of the 13F portfolio, value $1,081,039.

    13F-HR 0001951757-25-000004 filed by CONSILIO 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 2,345 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,079,310.

    13F-HR 0001951757-24-000969 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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