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Rise Advisors, LLC: BRK-B position timeline

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

Rise Advisors, LLC held 7,933 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,933 shares
    Change vs previous 13F -160 shares

    1.12% of the 13F portfolio, value $3,969,794.

    13F-HR 0001831316-26-000004 filed by Rise 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 ended2026-03-31
    13F 8,093 shares
    Change vs previous 13F -721 shares

    1.36% of the 13F portfolio, value $3,872,692.

    13F-HR 0001831316-26-000003 filed by Rise 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 ended2025-12-31
    13F 8,814 shares
    Change vs previous 13F +668 shares

    1.58% of the 13F portfolio, value $4,430,558.

    13F-HR 0001831316-26-000001 filed by Rise 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 ended2025-09-30
    13F 8,146 shares
    Change vs previous 13F +157 shares

    1.47% of the 13F portfolio, value $4,095,219.

    13F-HR 0001831316-25-000007 filed by Rise 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 ended2025-06-30
    13F 7,989 shares
    Change vs previous 13F +1,271 shares

    1.54% of the 13F portfolio, value $3,880,719.

    13F-HR 0001831316-25-000006 filed by Rise Advisors, 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 6,718 shares
    Change vs previous 13F +2,840 shares

    1.58% of the 13F portfolio, value $3,577,872.

    13F-HR 0001831316-25-000005 filed by Rise 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 ended2024-12-31
    13F 3,878 shares
    Change vs previous 13F +9 shares

    0.85% of the 13F portfolio, value $1,757,820.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, 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 3,869 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,780,746.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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