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Disclosery

PALO ALTO WEALTH ADVISORS, LLC: BRK-B position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 538 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 538 shares
    Change vs previous 13F +538 shares

    0.08% of the 13F portfolio, value $267,424.

    13F-HR 0001951757-25-001406 filed by PALO ALTO 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 0 shares
    Change vs previous 13F -440 shares

    13F-HR 0001951757-25-001091 filed by PALO ALTO 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.

  3. period ended2025-03-31
    13F 440 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $225,227.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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