Skip to content
Disclosery

Financial Advocates Investment Management: BRK-B position timeline

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

Financial Advocates Investment Management held 711 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 711 shares
    Change vs previous 13F -6,057 shares

    0.2% of the 13F portfolio, value $357,448.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,768 shares
    Change vs previous 13F -6,840 shares

    0.27% of the 13F portfolio, value $3,287,692.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 13,608 shares
    Change vs previous 13F -7,513 shares

    0.51% of the 13F portfolio, value $7,247,368.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,121 shares
    Change vs previous 13F -43 shares

    0.55% of the 13F portfolio, value $9,573,727.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,164 shares
    Change vs previous 13F -774 shares

    0.55% of the 13F portfolio, value $9,740,962.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,938 shares
    Change vs previous 13F -617 shares

    0.55% of the 13F portfolio, value $8,924,377.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 22,555 shares
    Change vs previous 13F +1,615 shares

    0.55% of the 13F portfolio, value $9,484,835.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 20,940 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,468,501.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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