MN Wealth Advisors, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MN Wealth Advisors, LLC on BRK-B, newest first. How the timeline and the estimate are built.
MN Wealth Advisors, LLC held 2,897 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,897 sharesChange vs previous 13F +179 shares
0.62% of the 13F portfolio, value $1,449,796.
13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,718 sharesChange vs previous 13F +97 shares
0.63% of the 13F portfolio, value $1,302,625.
13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,621 sharesChange vs previous 13F -236 shares
0.67% of the 13F portfolio, value $1,317,613.
13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,857 sharesChange vs previous 13F +113 shares
0.77% of the 13F portfolio, value $1,436,496.
13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,744 sharesChange vs previous 13F +43 shares
0.78% of the 13F portfolio, value $1,333,115.
13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,701 sharesChange vs previous 13F +65 shares
0.85% of the 13F portfolio, value $1,438,676.
13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,636 sharesChange vs previous 13F +43 shares
0.67% of the 13F portfolio, value $1,194,997.
13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,593 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $1,193,607.
13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).