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Kestra Advisory Services, LLC: BRK-A position timeline

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

Kestra Advisory Services, LLC held 29 BRK-A shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $21,716,650.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 25 shares

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

  2. period ended2026-03-31
    13F 31 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $22,262,340.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 27 shares

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

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

    0.07% of the 13F portfolio, value $23,398,800.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 27 shares

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

  4. period ended2025-09-30
    13F 30 shares
    Change vs previous 13F -1,233 shares

    0.08% of the 13F portfolio, value $22,626,000.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5 shares
    • Kestra Advisory Services, LLC: 25 shares

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

  5. period ended2025-06-30
    13F 1,263 shares
    Change vs previous 13F -3,296 shares

    3.35% of the 13F portfolio, value $920,474,400.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5 shares
    • Kestra Advisory Services, LLC: 1,258 shares

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

  6. period ended2025-03-31
    13F 4,559 shares
    Change vs previous 13F +4,535 shares

    13.65% of the 13F portfolio, value $3,640,095,254.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 4,555 shares

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

  7. period ended2024-12-31
    13F 24 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $16,342,080.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 20 shares

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

  8. period ended2024-09-30
    13F 25 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,279,500.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4 shares
    • Kestra Advisory Services, LLC: 21 shares

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