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RPg Family Wealth Advisory, LLC: BRK-B position timeline

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

RPg Family Wealth Advisory, LLC held 43,432 BRK-B shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 43,432 shares
    Change vs previous 13F -2,312 shares

    3.62% of the 13F portfolio, value $21,733,060.

    13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, 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 45,744 shares
    Change vs previous 13F +33,581 shares

    4.57% of the 13F portfolio, value $21,920,080.

    13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, 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 12,163 shares
    Change vs previous 13F -757 shares

    1.34% of the 13F portfolio, value $6,114,001.

    13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, 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 12,920 shares
    Change vs previous 13F -486 shares

    1.42% of the 13F portfolio, value $6,495,670.

    13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, 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 13,406 shares
    Change vs previous 13F -350 shares

    1.73% of the 13F portfolio, value $6,512,493.

    13F-HR 0001569884-25-000010 filed by RPg Family Wealth Advisory, 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 13,756 shares
    Change vs previous 13F -800 shares

    2.09% of the 13F portfolio, value $7,326,411.

    13F-HR 0001569884-25-000006 filed by RPg Family Wealth Advisory, 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 14,556 shares
    Change vs previous 13F -53 shares

    2.33% of the 13F portfolio, value $6,597,772.

    13F-HR 0001569884-25-000002 filed by RPg Family Wealth Advisory, 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/A 14,609 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $6,723,764.

    13F-HR/A 0001569884-24-000002 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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