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Marin Bay Wealth Advisors, LLC: BRK-B position timeline

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

Marin Bay Wealth Advisors, LLC held 5,665 BRK-B shares at 2026-06-30 per its 13F-HR/A filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,665 shares
    Change vs previous 13F -1,124 shares

    1.52% of the 13F portfolio, value $2,834,709.

    13F-HR/A 0001172661-26-003197 filed by Marin Bay 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 6,789 shares
    Change vs previous 13F +291 shares

    1.65% of the 13F portfolio, value $2,741,137.

    13F-HR 0001172661-26-001666 filed by Marin Bay 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 6,498 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,266,220.

    13F-HR 0001172661-26-001025 filed by Marin Bay Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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