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Sound Portfolio Advisors, LLC: BRK-B position timeline

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

Sound Portfolio Advisors, LLC held 10,046 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,046 shares
    Change vs previous 13F -566 shares

    3.57% of the 13F portfolio, value $5,026,918.

    13F-HR 0001951757-26-001128 filed by Sound Portfolio 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 10,612 shares
    Change vs previous 13F +23 shares

    4.13% of the 13F portfolio, value $5,085,270.

    13F-HR 0001951757-26-000770 filed by Sound Portfolio 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 10,589 shares
    Change vs previous 13F not available

    4.47% of the 13F portfolio, value $5,322,561.

    13F-HR 0001951757-26-000358 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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