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Guardian Asset Advisors, LLC: BRK-B position timeline

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

Guardian Asset Advisors, LLC held 11,441 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,441 shares
    Change vs previous 13F +6,344 shares

    2.64% of the 13F portfolio, value $5,725,002.

    13F-HR 0002021272-26-000003 filed by Guardian Asset 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 5,097 shares
    Change vs previous 13F -946 shares

    1.43% of the 13F portfolio, value $2,442,477.

    13F-HR 0002021272-26-000002 filed by Guardian Asset 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 6,043 shares
    Change vs previous 13F +587 shares

    1.58% of the 13F portfolio, value $3,037,532.

    13F-HR 0002021272-26-000001 filed by Guardian Asset 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 5,456 shares
    Change vs previous 13F -276 shares

    1.48% of the 13F portfolio, value $2,742,968.

    13F-HR 0002021272-25-000002 filed by Guardian Asset 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 5,732 shares
    Change vs previous 13F +341 shares

    1.6% of the 13F portfolio, value $2,784,457.

    13F-HR 0001085146-25-004340 filed by Guardian Asset 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 5,391 shares
    Change vs previous 13F +131 shares

    1.87% of the 13F portfolio, value $2,871,148.

    13F-HR 0001085146-25-002325 filed by Guardian Asset 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 5,260 shares
    Change vs previous 13F -37 shares

    1.53% of the 13F portfolio, value $2,384,246.

    13F-HR 0001085146-25-000628 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,297 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,437,990.

    13F-HR 0001085146-24-004719 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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