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Visionary Wealth Advisors: BRK-B position timeline

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

Visionary Wealth Advisors held 30,924 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,924 shares
    Change vs previous 13F -538 shares

    0.61% of the 13F portfolio, value $15,473,935.

    13F-HR 0001802984-26-000005 filed by Visionary 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 31,462 shares
    Change vs previous 13F -961 shares

    0.67% of the 13F portfolio, value $15,076,612.

    13F-HR 0001802984-26-000004 filed by Visionary 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 32,423 shares
    Change vs previous 13F -449 shares

    0.74% of the 13F portfolio, value $16,297,444.

    13F-HR 0001802984-26-000001 filed by Visionary 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 32,872 shares
    Change vs previous 13F +1,404 shares

    0.77% of the 13F portfolio, value $16,525,921.

    13F-HR 0001802984-25-000008 filed by Visionary 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 31,468 shares
    Change vs previous 13F +4,678 shares

    0.78% of the 13F portfolio, value $15,286,067.

    13F-HR 0001802984-25-000006 filed by Visionary 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 26,790 shares
    Change vs previous 13F -506 shares

    0.86% of the 13F portfolio, value $14,267,661.

    13F-HR 0001802984-25-000005 filed by Visionary 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 27,296 shares
    Change vs previous 13F +929 shares

    0.73% of the 13F portfolio, value $12,372,597.

    13F-HR 0001802984-25-000002 filed by Visionary 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 26,367 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $12,135,539.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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