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Diversify Advisory Services, LLC: BRK-B position timeline

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

Diversify Advisory Services, LLC held 44,604 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,604 shares
    Change vs previous 13F +16,291 shares

    0.19% of the 13F portfolio, value $22,176,098.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,302 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,302 shares

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

  2. period ended2026-03-31
    13F 28,313 shares
    Change vs previous 13F +1,998 shares

    0.22% of the 13F portfolio, value $13,459,568.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,113 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,200 shares

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

  3. period ended2025-12-31
    13F 26,315 shares
    Change vs previous 13F +1,367 shares

    0.25% of the 13F portfolio, value $13,012,675.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,935 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,380 shares

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

  4. period ended2025-09-30
    13F 24,948 shares
    Change vs previous 13F +1,103 shares

    0.25% of the 13F portfolio, value $11,866,932.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,147 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,801 shares

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

  5. period ended2025-06-30
    13F 23,845 shares
    Change vs previous 13F +2,932 shares

    0.27% of the 13F portfolio, value $11,215,988.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,324 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,521 shares

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

  6. period ended2025-03-31
    13F 20,913 shares
    Change vs previous 13F -62 shares

    0.38% of the 13F portfolio, value $11,179,448.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,403 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,510 shares

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

  7. period ended2024-12-31
    13F 20,975 shares
    Change vs previous 13F +1,925 shares

    0.3% of the 13F portfolio, value $9,284,909.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,160 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,815 shares

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

  8. period ended2024-09-30
    13F 19,050 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,781,517.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,276 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,774 shares

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