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Ascentis Wealth Management, LLC: BRK-A position timeline

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

Ascentis Wealth Management, LLC held 22 BRK-A shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 22 shares
    Change vs previous 13F -2 shares

    2.47% of the 13F portfolio, value $16,474,700.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 22 shares

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

  2. period ended2026-03-31
    13F 24 shares
    Change vs previous 13F +1 shares

    0.94% of the 13F portfolio, value $17,235,360.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2 shares
    • Ascentis Wealth Management, LLC: 22 shares

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

  3. period ended2025-12-31
    13F 23 shares
    Change vs previous 13F +1 shares

    1.66% of the 13F portfolio, value $17,360,400.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1 shares
    • Ascentis Wealth Management, LLC: 22 shares

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

  4. period ended2025-09-30
    13F 22 shares
    Change vs previous 13F 0 shares

    3.53% of the 13F portfolio, value $16,592,400.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, 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 22 shares
    Change vs previous 13F 0 shares

    3.84% of the 13F portfolio, value $16,033,600.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, 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 22 shares
    Change vs previous 13F 0 shares

    5.39% of the 13F portfolio, value $17,565,715.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, 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 22 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $14,980,240.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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