TWIN PEAKS WEALTH ADVISORS, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on BRK-B, newest first. How the timeline and the estimate are built.
TWIN PEAKS WEALTH ADVISORS, LLC held 3,934 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,934 sharesChange vs previous 13F +500 shares
0.45% of the 13F portfolio, value $1,968,759.
13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,434 sharesChange vs previous 13F +48 shares
0.41% of the 13F portfolio, value $1,645,788.
13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,386 sharesChange vs previous 13F +418 shares
0.49% of the 13F portfolio, value $1,686,723.
13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,968 sharesChange vs previous 13F +35 shares
0.51% of the 13F portfolio, value $1,492,359.
13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,933 sharesChange vs previous 13F -61 shares
0.45% of the 13F portfolio, value $1,379,866.
13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,994 sharesChange vs previous 13F +62 shares
0.72% of the 13F portfolio, value $1,581,579.
13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,932 sharesChange vs previous 13F +267 shares
0.56% of the 13F portfolio, value $1,329,017.
13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,665 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $1,226,593.
13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).