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Ascentis Wealth Management, LLC: BRK-B position timeline

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

Ascentis Wealth Management, LLC held 28,142 BRK-B 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 28,142 shares
    Change vs previous 13F -27,434 shares

    2% of the 13F portfolio, value $14,081,969.

    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: 75 shares
    • Ascentis Wealth Management, LLC: 28,067 shares

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

  2. period ended2026-03-31
    13F 55,576 shares
    Change vs previous 13F +13,939 shares

    1.46% of the 13F portfolio, value $26,632,009.

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

    • Ascentis Independent Advisors: 27,084 shares
    • Ascentis Wealth Management, LLC: 28,492 shares

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

  3. period ended2025-12-31
    13F 41,637 shares
    Change vs previous 13F +616 shares

    2% of the 13F portfolio, value $20,928,823.

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

    • Ascentis Independent Advisors: 14,136 shares
    • Ascentis Wealth Management, LLC: 27,501 shares

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

  4. period ended2025-09-30
    13F 41,021 shares
    Change vs previous 13F +952 shares

    1.94% of the 13F portfolio, value $20,622,891.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,815 shares
    • Ascentis Wealth Management, LLC: 27,206 shares

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

  5. period ended2025-06-30
    13F 40,069 shares
    Change vs previous 13F -1,293 shares

    2.04% of the 13F portfolio, value $19,497,570.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,773 shares
    • Ascentis Wealth Management, LLC: 26,296 shares

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

  6. period ended2025-03-31
    13F 41,362 shares
    Change vs previous 13F -872 shares

    2.65% of the 13F portfolio, value $22,032,839.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,203 shares
    • Ascentis Wealth Management, LLC: 27,159 shares

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

  7. period ended2024-12-31
    13F 42,234 shares
    Change vs previous 13F -469 shares

    2.26% of the 13F portfolio, value $19,143,821.

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

    • Ascentis Independent Advisors: 14,671 shares
    • Ascentis Wealth Management, LLC: 27,563 shares

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

  8. period ended2024-09-30
    13F/A 42,703 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $19,654,466.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,032 shares
    • Ascentis Wealth Management, LLC: 27,671 shares

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