Skip to content
Disclosery

OAK HILL WEALTH ADVISORS, LLC: BRK-B position timeline

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

OAK HILL WEALTH ADVISORS, LLC held 2,339 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,339 shares
    Change vs previous 13F +60 shares

    0.22% of the 13F portfolio, value $1,175,909.

    13F-HR 0001964849-25-000004 filed by OAK HILL 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 ended2025-06-30
    13F 2,279 shares
    Change vs previous 13F +45 shares

    0.23% of the 13F portfolio, value $1,088,154.

    13F-HR 0001085146-25-004022 filed by OAK HILL 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 ended2025-03-31
    13F 2,234 shares
    Change vs previous 13F -14 shares

    0.28% of the 13F portfolio, value $1,189,784.

    13F-HR 0001085146-25-002288 filed by OAK HILL WEALTH 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 ended2024-12-31
    13F 2,248 shares
    Change vs previous 13F +2,248 shares

    0.24% of the 13F portfolio, value $1,018,973.

    13F-HR 0001085146-25-000868 filed by OAK HILL WEALTH 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F -2,158 shares

    13F-HR 0001085146-24-004783 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-06-30
    13F 2,158 shares
    Change vs previous 13F +2,158 shares

    0.27% of the 13F portfolio, value $877,874.

    13F-HR 0001085146-24-002895 filed by OAK HILL WEALTH 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,638 shares

    13F-HR 0001085146-24-002038 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2023-12-31
    13F 2,638 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $940,869.

    13F-HR 0001085146-24-000833 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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