Skip to content
Disclosery

Winch Advisory Services, LLC: BRK-B position timeline

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

Winch Advisory Services, LLC held 24,731 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,731 shares
    Change vs previous 13F -84 shares

    2.57% of the 13F portfolio, value $12,375,361.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 24,815 shares
    Change vs previous 13F -53 shares

    2.71% of the 13F portfolio, value $11,891,315.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 24,868 shares
    Change vs previous 13F -122 shares

    2.76% of the 13F portfolio, value $12,500,116.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 24,990 shares
    Change vs previous 13F +277 shares

    2.83% of the 13F portfolio, value $12,563,330.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 24,713 shares
    Change vs previous 13F -586 shares

    2.93% of the 13F portfolio, value $12,004,868.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 25,299 shares
    Change vs previous 13F -229 shares

    3.56% of the 13F portfolio, value $13,473,779.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 25,528 shares
    Change vs previous 13F -308 shares

    3.01% of the 13F portfolio, value $11,571,137.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 25,836 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $11,891,079.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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