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FORM Wealth Advisors, LLC: BRK-B position timeline

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

FORM Wealth Advisors, LLC held 2,562 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,562 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,275,748.

    13F-HR 0002085853-26-001145 filed by FORM Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,562 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $1,281,999.

    13F-HR 0002085853-26-000683 filed by FORM 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 ended2026-03-31
    13F 2,639 shares
    Change vs previous 13F -55 shares

    0.15% of the 13F portfolio, value $1,264,609.

    13F-HR 0002085853-26-000363 filed by FORM 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 ended2025-12-31
    13F 2,694 shares
    Change vs previous 13F -849 shares

    0.16% of the 13F portfolio, value $1,354,139.

    13F-HR 0002085853-26-000123 filed by FORM 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 3,543 shares
    Change vs previous 13F -10 shares

    0.21% of the 13F portfolio, value $1,721,083.

    13F-HR 0001667731-25-000840 filed by FORM 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 3,553 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,892,257.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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