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EQ WEALTH ADVISORS, LLC: BRK-B position timeline

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

EQ WEALTH ADVISORS, LLC held 27,556 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,556 shares
    Change vs previous 13F +234 shares

    7.58% of the 13F portfolio, value $13,788,747.

    13F-HR 0001986152-26-000095 filed by EQ 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 27,322 shares
    Change vs previous 13F +1,496 shares

    7.65% of the 13F portfolio, value $13,092,702.

    13F-HR 0001986152-26-000052 filed by EQ 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 25,826 shares
    Change vs previous 13F +139 shares

    7.66% of the 13F portfolio, value $12,981,624.

    13F-HR 0001986152-26-000004 filed by EQ 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 25,687 shares
    Change vs previous 13F -769 shares

    8.48% of the 13F portfolio, value $12,914,067.

    13F-HR 0002047572-25-000002 filed by EQ 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 26,456 shares
    Change vs previous 13F -54 shares

    8.76% of the 13F portfolio, value $12,851,531.

    13F-HR 0001986152-25-000049 filed by EQ 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 26,510 shares
    Change vs previous 13F +351 shares

    11.25% of the 13F portfolio, value $14,118,696.

    13F-HR 0001986152-25-000029 filed by EQ 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 26,159 shares
    Change vs previous 13F not available

    11.4% of the 13F portfolio, value $11,857,352.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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