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Waverly Advisors, LLC: BRK-A position timeline

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

Waverly Advisors, LLC held 30 BRK-A shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $22,465,500.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 30 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $21,544,200.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 30 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $22,644,000.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 28 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $21,117,600.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 28 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $20,406,400.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 28 shares
    Change vs previous 13F +22 shares

    0.27% of the 13F portfolio, value $22,356,365.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 6 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,085,520.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 6 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,147,080.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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