Private Advisory Group LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisory Group LLC on BRK-B, newest first. How the timeline and the estimate are built.
Private Advisory Group LLC held 27,672 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 27,672 sharesChange vs previous 13F +347 shares
0.77% of the 13F portfolio, value $13,846,961.
13F-HR 0001632965-26-000005 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,325 sharesChange vs previous 13F -8,579 shares
0.91% of the 13F portfolio, value $13,094,140.
13F-HR 0001632965-26-000003 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,904 sharesChange vs previous 13F +1,755 shares
1.42% of the 13F portfolio, value $18,047,146.
13F-HR 0001632965-26-000002 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,149 sharesChange vs previous 13F +6,410 shares
1.5% of the 13F portfolio, value $17,168,068.
13F-HR 0001632965-25-000009 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,739 sharesChange vs previous 13F -2,393 shares
1.26% of the 13F portfolio, value $13,474,774.
13F-HR 0001632965-25-000008 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,132 sharesChange vs previous 13F +3,629 shares
1.83% of the 13F portfolio, value $16,047,701.
13F-HR 0001632965-25-000005 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 26,503 sharesChange vs previous 13F +1,865 shares
1.35% of the 13F portfolio, value $12,013,280.
13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,638 sharesChange vs previous 13F not available
1.43% of the 13F portfolio, value $11,339,886.
13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).