Skip to content
Disclosery

VANTAGE WEALTH: BRK-B position timeline

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

VANTAGE WEALTH held 37,948 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 37,948 shares
    Change vs previous 13F +1,493 shares

    4.12% of the 13F portfolio, value $19,074,562.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 36,455 shares
    Change vs previous 13F -183 shares

    3.99% of the 13F portfolio, value $18,327,387.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 36,638 shares
    Change vs previous 13F -2,218 shares

    4.03% of the 13F portfolio, value $17,797,641.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 38,856 shares
    Change vs previous 13F -5,061 shares

    4.68% of the 13F portfolio, value $20,693,928.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 43,917 shares
    Change vs previous 13F -439 shares

    4.29% of the 13F portfolio, value $19,906,698.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 44,356 shares
    Change vs previous 13F -159 shares

    4.42% of the 13F portfolio, value $20,415,293.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 44,515 shares
    Change vs previous 13F -371 shares

    4.18% of the 13F portfolio, value $18,108,702.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 44,886 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $18,875,461.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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