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Disclosery

WBH ADVISORY INC: BRK-B position timeline

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

WBH ADVISORY INC held 17,001 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,001 shares
    Change vs previous 13F -1,002 shares

    0.57% of the 13F portfolio, value $8,507,005.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 18,003 shares
    Change vs previous 13F -209 shares

    0.65% of the 13F portfolio, value $8,614,316.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 18,212 shares
    Change vs previous 13F -238 shares

    0.68% of the 13F portfolio, value $9,154,262.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 18,450 shares
    Change vs previous 13F -173 shares

    0.71% of the 13F portfolio, value $9,275,553.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 18,623 shares
    Change vs previous 13F -137 shares

    0.77% of the 13F portfolio, value $9,046,495.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 18,760 shares
    Change vs previous 13F -330 shares

    0.93% of the 13F portfolio, value $9,991,201.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 19,090 shares
    Change vs previous 13F +102 shares

    0.8% of the 13F portfolio, value $8,653,129.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 18,988 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,739,431.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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