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Waverly Advisors, LLC: BRK-B position timeline

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

Waverly Advisors, LLC held 219,872 BRK-B 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 219,872 shares
    Change vs previous 13F -6,421 shares

    0.64% of the 13F portfolio, value $110,021,979.

    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 226,293 shares
    Change vs previous 13F +24,857 shares

    0.81% of the 13F portfolio, value $108,439,824.

    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 201,436 shares
    Change vs previous 13F +16,593 shares

    0.82% of the 13F portfolio, value $101,251,703.

    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 184,843 shares
    Change vs previous 13F -4,244 shares

    0.93% of the 13F portfolio, value $92,927,988.

    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 189,087 shares
    Change vs previous 13F -406 shares

    1.01% of the 13F portfolio, value $91,852,810.

    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 189,493 shares
    Change vs previous 13F +23,294 shares

    1.23% of the 13F portfolio, value $100,920,202.

    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 166,199 shares
    Change vs previous 13F +5,619 shares

    1.17% of the 13F portfolio, value $75,334,699.

    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 160,580 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $73,908,338.

    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).