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Disclosery

N.E.W. Advisory Services LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on BRK-B, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 39,712 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,712 shares
    Change vs previous 13F -603 shares

    1.33% of the 13F portfolio, value $19,871,537.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 40,315 shares
    Change vs previous 13F +374 shares

    1.44% of the 13F portfolio, value $19,318,995.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 39,941 shares
    Change vs previous 13F -104 shares

    1.48% of the 13F portfolio, value $20,076,393.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,045 shares
    Change vs previous 13F -465 shares

    1.8% of the 13F portfolio, value $20,132,273.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,510 shares
    Change vs previous 13F -4,610 shares

    1.91% of the 13F portfolio, value $19,678,590.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 45,120 shares
    Change vs previous 13F +5,606 shares

    1.84% of the 13F portfolio, value $24,029,796.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services LLC
    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 39,514 shares
    Change vs previous 13F +19 shares

    1.7% of the 13F portfolio, value $17,910,271.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,495 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $18,177,322.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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