Skip to content
Disclosery

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on BRK-B, newest first. How the timeline and the estimate are built.

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 1,345 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,345 shares
    Change vs previous 13F +343 shares

    0.1% of the 13F portfolio, value $669,743.

    13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,002 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $501,391.

    13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2026-03-31
    13F 1,030 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $493,576.

    13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-12-31
    13F 921 shares
    Change vs previous 13F +93 shares

    0.07% of the 13F portfolio, value $462,941.

    13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-09-30
    13F 828 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $416,269.

    13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-06-30
    13F 871 shares
    Change vs previous 13F +101 shares

    0.07% of the 13F portfolio, value $423,106.

    13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-03-31
    13F 770 shares
    Change vs previous 13F +118 shares

    0.07% of the 13F portfolio, value $410,087.

    13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2024-12-31
    13F 652 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $295,539.

    13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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