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SOA Wealth Advisors, LLC.: BRK-B position timeline

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

SOA Wealth Advisors, LLC. held 16,051 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,051 shares
    Change vs previous 13F -654 shares

    1.35% of the 13F portfolio, value $8,031,760.

    13F-HR 0001376474-26-000503 filed by SOA 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 ended2026-03-31
    13F 16,705 shares
    Change vs previous 13F -854 shares

    1.51% of the 13F portfolio, value $8,005,036.

    13F-HR 0001376474-26-000388 filed by SOA Wealth 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 17,559 shares
    Change vs previous 13F -68 shares

    1.49% of the 13F portfolio, value $8,826,031.

    13F-HR 0001376474-26-000055 filed by SOA Wealth 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 17,627 shares
    Change vs previous 13F -1,319 shares

    1.52% of the 13F portfolio, value $8,861,798.

    13F-HR 0001376474-25-000852 filed by SOA Wealth 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 18,946 shares
    Change vs previous 13F -257 shares

    1.73% of the 13F portfolio, value $9,203,398.

    13F-HR 0001376474-25-000638 filed by SOA Wealth 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 19,203 shares
    Change vs previous 13F -4,538 shares

    2.14% of the 13F portfolio, value $10,227,134.

    13F-HR 0001376474-25-000332 filed by SOA Wealth 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/A 23,741 shares
    Change vs previous 13F +34 shares

    1.98% of the 13F portfolio, value $10,761,320.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth 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/A 23,707 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $10,911,384.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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