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Strategies Wealth Advisors, LLC: BRK-B position timeline

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

Strategies Wealth Advisors, LLC held 3,092 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,092 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $1,547,366.

    13F-HR 0001976435-26-000004 filed by Strategies 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 3,094 shares
    Change vs previous 13F -114 shares

    0.15% of the 13F portfolio, value $1,482,798.

    13F-HR 0001976435-26-000003 filed by Strategies 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 3,208 shares
    Change vs previous 13F +34 shares

    0.16% of the 13F portfolio, value $1,612,536.

    13F-HR 0001976435-26-000001 filed by Strategies 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 3,174 shares
    Change vs previous 13F -231 shares

    0.17% of the 13F portfolio, value $1,595,732.

    13F-HR 0000905729-25-000182 filed by Strategies 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 3,405 shares
    Change vs previous 13F +295 shares

    0.18% of the 13F portfolio, value $1,654,081.

    13F-HR 0000905729-25-000134 filed by Strategies 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 3,110 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,656,361.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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