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Disclosery

WP Advisors, LLC: BRK-B position timeline

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

WP Advisors, LLC held 47,545 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,545 shares
    Change vs previous 13F -772 shares

    5.76% of the 13F portfolio, value $23,791,043.

    13F-HR 0001172661-26-002906 filed by WP 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 48,317 shares
    Change vs previous 13F -410 shares

    5.99% of the 13F portfolio, value $23,153,506.

    13F-HR 0001172661-26-001595 filed by WP 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 48,727 shares
    Change vs previous 13F -2,193 shares

    6.1% of the 13F portfolio, value $24,492,627.

    13F-HR 0001172661-26-000361 filed by WP 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 50,920 shares
    Change vs previous 13F -206 shares

    6.51% of the 13F portfolio, value $25,599,521.

    13F-HR 0001172661-25-004384 filed by WP 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 51,126 shares
    Change vs previous 13F +729 shares

    6.82% of the 13F portfolio, value $24,835,477.

    13F-HR 0001172661-25-002966 filed by WP 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 50,397 shares
    Change vs previous 13F -163 shares

    8.94% of the 13F portfolio, value $26,840,434.

    13F-HR 0001172661-25-001703 filed by WP 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 50,560 shares
    Change vs previous 13F +93 shares

    7.64% of the 13F portfolio, value $22,917,837.

    13F-HR 0001172661-25-000469 filed by WP 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 50,467 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $23,227,941.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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