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Wealthspire Advisors, LLC: BRK-B position timeline

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

Wealthspire Advisors, LLC held 83,596 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,596 shares
    Change vs previous 13F +16,829 shares

    0.23% of the 13F portfolio, value $41,830,579.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 66,767 shares
    Change vs previous 13F -3,525 shares

    0.25% of the 13F portfolio, value $31,994,584.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 70,292 shares
    Change vs previous 13F +6,900 shares

    0.28% of the 13F portfolio, value $35,332,229.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 63,392 shares
    Change vs previous 13F -368 shares

    0.17% of the 13F portfolio, value $31,869,507.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 63,760 shares
    Change vs previous 13F -1,969 shares

    0.17% of the 13F portfolio, value $30,972,671.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 65,729 shares
    Change vs previous 13F +2,199 shares

    0.21% of the 13F portfolio, value $35,005,754.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 63,530 shares
    Change vs previous 13F +3,187 shares

    0.29% of the 13F portfolio, value $28,796,711.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 60,343 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $27,773,299.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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