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TrueWealth Advisors, LLC: BRK-B position timeline

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

TrueWealth Advisors, LLC held 2,336 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,336 shares
    Change vs previous 13F +189 shares

    0.26% of the 13F portfolio, value $1,163,211.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,147 shares
    Change vs previous 13F +16 shares

    0.24% of the 13F portfolio, value $1,074,337.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 2,131 shares
    Change vs previous 13F +180 shares

    0.26% of the 13F portfolio, value $1,021,175.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 1,951 shares
    Change vs previous 13F -13 shares

    0.25% of the 13F portfolio, value $980,670.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 1,964 shares
    Change vs previous 13F +334 shares

    0.27% of the 13F portfolio, value $987,381.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 1,630 shares
    Change vs previous 13F +39 shares

    0.23% of the 13F portfolio, value $791,805.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 1,591 shares
    Change vs previous 13F +89 shares

    0.28% of the 13F portfolio, value $847,335.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 ended2024-12-31
    13F 1,502 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $680,827.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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