Skip to content
Disclosery

TRUE Private Wealth Advisors: BRK-B position timeline

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

TRUE Private Wealth Advisors held 11,996 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,996 shares
    Change vs previous 13F -240 shares

    0.52% of the 13F portfolio, value $6,002,514.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 12,236 shares
    Change vs previous 13F +126 shares

    0.56% of the 13F portfolio, value $5,863,813.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 12,110 shares
    Change vs previous 13F +8 shares

    0.61% of the 13F portfolio, value $6,086,927.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 12,102 shares
    Change vs previous 13F +6 shares

    0.62% of the 13F portfolio, value $6,084,504.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 12,096 shares
    Change vs previous 13F -1,315 shares

    0.66% of the 13F portfolio, value $5,875,830.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 13,411 shares
    Change vs previous 13F -1,100 shares

    0.87% of the 13F portfolio, value $7,142,382.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 14,511 shares
    Change vs previous 13F -130 shares

    0.8% of the 13F portfolio, value $6,577,958.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 14,641 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,738,855.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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