Etesian Wealth Advisors, Inc.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 1,624 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,624 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $812,633.
13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,624 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $778,221.
13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,624 sharesChange vs previous 13F -25 shares
0.26% of the 13F portfolio, value $816,304.
13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,649 sharesChange vs previous 13F -662 shares
0.27% of the 13F portfolio, value $829,018.
13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,311 sharesChange vs previous 13F -38 shares
0.42% of the 13F portfolio, value $1,122,614.
13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,349 sharesChange vs previous 13F -39 shares
0.54% of the 13F portfolio, value $1,251,030.
13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,388 sharesChange vs previous 13F -22 shares
0.48% of the 13F portfolio, value $1,082,433.
13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,410 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,109,267.
13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).