Skip to content
Disclosery

Wealth Alliance Advisory Group, LLC: BRK-B position timeline

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

Wealth Alliance Advisory Group, LLC held 15,667 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,667 shares
    Change vs previous 13F +2,061 shares

    1.1% of the 13F portfolio, value $7,801,151.

    13F-HR 0002085853-26-001174 filed by Wealth Alliance Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,606 shares
    Change vs previous 13F +1,851 shares

    0.98% of the 13F portfolio, value $6,808,389.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,755 shares
    Change vs previous 13F +388 shares

    0.89% of the 13F portfolio, value $5,633,075.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,367 shares
    Change vs previous 13F -642 shares

    0.98% of the 13F portfolio, value $5,713,830.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,009 shares
    Change vs previous 13F +1,743 shares

    1.09% of the 13F portfolio, value $6,037,488.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,266 shares
    Change vs previous 13F -309 shares

    0.95% of the 13F portfolio, value $4,986,995.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,575 shares
    Change vs previous 13F +1,148 shares

    1.17% of the 13F portfolio, value $5,632,253.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,427 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,273,154.

    13F-HR 0001667731-25-000036 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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