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Disclosery

CRUX WEALTH ADVISORS: BRK-B position timeline

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

CRUX WEALTH ADVISORS held 9,179 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,179 shares
    Change vs previous 13F -113 shares

    1.59% of the 13F portfolio, value $4,593,080.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 9,292 shares
    Change vs previous 13F -773 shares

    1.71% of the 13F portfolio, value $4,452,726.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 10,065 shares
    Change vs previous 13F -44 shares

    1.88% of the 13F portfolio, value $5,059,172.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 10,109 shares
    Change vs previous 13F +346 shares

    2.01% of the 13F portfolio, value $5,082,199.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 9,763 shares
    Change vs previous 13F +1,811 shares

    2.02% of the 13F portfolio, value $4,742,573.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 7,952 shares
    Change vs previous 13F +1,995 shares

    2.2% of the 13F portfolio, value $4,235,076.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 5,957 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,700,189.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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