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Wealth Architects, LLC: BRK-B position timeline

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

Wealth Architects, LLC held 21,534 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 21,534 shares
    Change vs previous 13F +284 shares

    0.85% of the 13F portfolio, value $10,775,398.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 21,250 shares
    Change vs previous 13F -3,250 shares

    0.91% of the 13F portfolio, value $10,183,000.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 24,500 shares
    Change vs previous 13F -809 shares

    1.11% of the 13F portfolio, value $12,314,925.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 25,309 shares
    Change vs previous 13F -913 shares

    1.2% of the 13F portfolio, value $12,723,847.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 26,222 shares
    Change vs previous 13F -2,896 shares

    1.29% of the 13F portfolio, value $12,737,861.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 29,118 shares
    Change vs previous 13F +2,502 shares

    1.71% of the 13F portfolio, value $15,507,664.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 26,616 shares
    Change vs previous 13F +170 shares

    1.36% of the 13F portfolio, value $12,064,500.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 26,446 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $12,172,036.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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