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FLAGSHIP WEALTH ADVISORS, LLC: BRK-B position timeline

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

FLAGSHIP WEALTH ADVISORS, LLC held 7,439 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,439 shares
    Change vs previous 13F +2,836 shares

    0.83% of the 13F portfolio, value $3,722,401.

    13F-HR 0002036117-26-000003 filed by FLAGSHIP 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 4,603 shares
    Change vs previous 13F -3,707 shares

    0.96% of the 13F portfolio, value $2,235,999.

    13F-HR 0002036117-26-000002 filed by FLAGSHIP 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 8,310 shares
    Change vs previous 13F +3,674 shares

    1.21% of the 13F portfolio, value $4,177,022.

    13F-HR 0002036117-26-000001 filed by FLAGSHIP 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 4,636 shares
    Change vs previous 13F -3,450 shares

    0.77% of the 13F portfolio, value $2,330,703.

    13F-HR 0002036117-25-000006 filed by FLAGSHIP 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 8,086 shares
    Change vs previous 13F -44 shares

    1.48% of the 13F portfolio, value $3,927,936.

    13F-HR 0002036117-25-000004 filed by FLAGSHIP 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/A 8,130 shares
    Change vs previous 13F +135 shares

    1.82% of the 13F portfolio, value $4,329,875.

    13F-HR/A 0002036117-25-000003 filed by FLAGSHIP 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 7,995 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,623,974.

    13F-HR 0002036117-25-000001 filed by FLAGSHIP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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