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DHK Financial Advisors, Inc.: BRK-B position timeline

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

DHK Financial Advisors, Inc. held 71,435 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 71,435 shares
    Change vs previous 13F -1 shares

    19.96% of the 13F portfolio, value $34,700,980.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 71,436 shares
    Change vs previous 13F +200 shares

    20.87% of the 13F portfolio, value $38,045,546.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 71,236 shares
    Change vs previous 13F +2 shares

    19.59% of the 13F portfolio, value $32,289,991.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 71,234 shares
    Change vs previous 13F +76 shares

    20.1% of the 13F portfolio, value $32,786,193.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 71,158 shares
    Change vs previous 13F not available

    20.21% of the 13F portfolio, value $28,947,103.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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