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Valmark Advisers, Inc.: BRK-B position timeline

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

Valmark Advisers, Inc. held 62,404 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 62,404 shares
    Change vs previous 13F +1,542 shares

    0.33% of the 13F portfolio, value $31,226,338.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 60,862 shares
    Change vs previous 13F +1,321 shares

    0.35% of the 13F portfolio, value $29,165,070.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 59,541 shares
    Change vs previous 13F +342 shares

    0.37% of the 13F portfolio, value $29,928,284.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 59,199 shares
    Change vs previous 13F +556 shares

    0.38% of the 13F portfolio, value $29,761,705.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 58,643 shares
    Change vs previous 13F -144 shares

    0.4% of the 13F portfolio, value $28,487,010.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 58,787 shares
    Change vs previous 13F +5,311 shares

    0.47% of the 13F portfolio, value $31,308,780.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 53,476 shares
    Change vs previous 13F +900 shares

    0.38% of the 13F portfolio, value $24,239,601.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 52,576 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $24,198,630.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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