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Disclosery

J.W. COLE ADVISORS, INC.: BRK-B position timeline

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

J.W. COLE ADVISORS, INC. held 110,601 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 110,601 shares
    Change vs previous 13F -1,691 shares

    0.95% of the 13F portfolio, value $55,343,783.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 112,292 shares
    Change vs previous 13F -1,330 shares

    1.82% of the 13F portfolio, value $53,810,358.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 113,622 shares
    Change vs previous 13F -5,253 shares

    1.18% of the 13F portfolio, value $48,737,447.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 118,875 shares
    Change vs previous 13F -3,133 shares

    1.14% of the 13F portfolio, value $59,763,015.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 122,008 shares
    Change vs previous 13F +22,756 shares

    1.26% of the 13F portfolio, value $59,267,803.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 99,252 shares
    Change vs previous 13F +45,960 shares

    1.64% of the 13F portfolio, value $52,859,364.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 53,292 shares
    Change vs previous 13F -785 shares

    0.98% of the 13F portfolio, value $24,156,128.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 54,077 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $24,889,280.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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