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VSM Wealth Advisory, LLC: BRK-B position timeline

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

VSM Wealth Advisory, LLC held 3,037 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 3,037 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,519,684.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, LLC
    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 3,037 shares
    Change vs previous 13F -10 shares

    0.43% of the 13F portfolio, value $1,455,330.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, LLC
    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 3,047 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $1,531,575.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,057 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,536,876.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,057 shares
    Change vs previous 13F -19 shares

    0.49% of the 13F portfolio, value $1,484,999.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,076 shares
    Change vs previous 13F -55 shares

    0.59% of the 13F portfolio, value $1,638,216.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
    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 3,131 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,419,220.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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