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Disclosery

Advisor OS, LLC: BRK-B position timeline

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

Advisor OS, LLC held 7,636 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,636 shares
    Change vs previous 13F -232 shares

    0.26% of the 13F portfolio, value $3,820,978.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 7,868 shares
    Change vs previous 13F +585 shares

    0.27% of the 13F portfolio, value $3,770,345.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 7,283 shares
    Change vs previous 13F -37 shares

    0.29% of the 13F portfolio, value $3,660,802.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 7,320 shares
    Change vs previous 13F +333 shares

    0.32% of the 13F portfolio, value $3,680,058.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 6,987 shares
    Change vs previous 13F -701 shares

    0.33% of the 13F portfolio, value $3,394,075.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 7,688 shares
    Change vs previous 13F +550 shares

    0.47% of the 13F portfolio, value $4,094,512.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 7,138 shares
    Change vs previous 13F -1,668 shares

    0.37% of the 13F portfolio, value $3,235,512.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 8,806 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,053,051.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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