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WMG Financial Advisors, LLC: BRK-B position timeline

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

WMG Financial Advisors, LLC held 1,905 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 1,905 shares
    Change vs previous 13F -179 shares

    0.36% of the 13F portfolio, value $953,243.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 2,084 shares
    Change vs previous 13F -160 shares

    0.42% of the 13F portfolio, value $998,653.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 2,244 shares
    Change vs previous 13F -921 shares

    0.46% of the 13F portfolio, value $1,127,947.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 3,165 shares
    Change vs previous 13F -102 shares

    0.53% of the 13F portfolio, value $1,591,172.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 3,267 shares
    Change vs previous 13F +140 shares

    0.59% of the 13F portfolio, value $1,587,010.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 3,127 shares
    Change vs previous 13F +15 shares

    0.71% of the 13F portfolio, value $1,665,377.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 3,112 shares
    Change vs previous 13F +328 shares

    0.61% of the 13F portfolio, value $1,410,607.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 2,784 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,281,364.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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