Skip to content
Disclosery

Heritage Wealth Advisors: BRK-B position timeline

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

Heritage Wealth Advisors held 98,726 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,726 shares
    Change vs previous 13F -1,918 shares

    1.7% of the 13F portfolio, value $49,401,678.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 100,644 shares
    Change vs previous 13F -24,422 shares

    1.88% of the 13F portfolio, value $48,228,773.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 125,066 shares
    Change vs previous 13F -578 shares

    2.4% of the 13F portfolio, value $62,791,038.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 125,644 shares
    Change vs previous 13F +737 shares

    2.76% of the 13F portfolio, value $63,166,265.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 124,907 shares
    Change vs previous 13F -648 shares

    2.88% of the 13F portfolio, value $60,676,073.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 125,555 shares
    Change vs previous 13F +3,516 shares

    3.39% of the 13F portfolio, value $66,868,082.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 122,039 shares
    Change vs previous 13F -7,822 shares

    2.74% of the 13F portfolio, value $55,317,838.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 129,861 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $59,769,824.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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