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Legacy Wealth Advisors, LLC: BRK-B position timeline

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

Legacy Wealth Advisors, LLC held 2,578 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 2,578 shares
    Change vs previous 13F -292 shares

    0.56% of the 13F portfolio, value $1,290,006.

    13F-HR 0002111463-26-000004 filed by Legacy 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 2,870 shares
    Change vs previous 13F +991 shares

    0.7% of the 13F portfolio, value $1,375,304.

    13F-HR 0002111463-26-000003 filed by Legacy 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 1,879 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $944,480.

    13F-HR 0002111463-26-000001 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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