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MOTIVE WEALTH ADVISORS: BRK-B position timeline

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

MOTIVE WEALTH ADVISORS held 2,022 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 2,022 shares
    Change vs previous 13F -106 shares

    0.42% of the 13F portfolio, value $1,011,789.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 2,128 shares
    Change vs previous 13F +9 shares

    0.48% of the 13F portfolio, value $1,019,738.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 2,119 shares
    Change vs previous 13F -7 shares

    0.45% of the 13F portfolio, value $1,065,115.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 2,126 shares
    Change vs previous 13F +20 shares

    0.46% of the 13F portfolio, value $1,068,825.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 2,106 shares
    Change vs previous 13F +221 shares

    0.47% of the 13F portfolio, value $1,023,032.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 1,885 shares
    Change vs previous 13F -75 shares

    0.54% of the 13F portfolio, value $1,003,913.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 1,960 shares
    Change vs previous 13F +187 shares

    0.48% of the 13F portfolio, value $888,429.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 1,773 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $721,256.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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