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Kestra Advisory Services, LLC: BRK-B position timeline

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

Kestra Advisory Services, LLC held 641,181 BRK-B 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 641,181 shares
    Change vs previous 13F -26,828 shares

    0.71% of the 13F portfolio, value $320,840,485.

    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: 159,631 shares
    • Kestra Advisory Services, LLC: 474,265 shares
    • Kestra Investment Management, LLC: 7,285 shares

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

  2. period ended2026-03-31
    13F 668,009 shares
    Change vs previous 13F +28,091 shares

    0.79% of the 13F portfolio, value $320,109,811.

    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: 174,339 shares
    • Kestra Advisory Services, LLC: 487,192 shares
    • Kestra Investment Management, LLC: 6,478 shares

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

  3. period ended2025-12-31
    13F 639,918 shares
    Change vs previous 13F -31,160 shares

    0.88% of the 13F portfolio, value $321,654,811.

    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: 179,906 shares
    • Kestra Advisory Services, LLC: 449,537 shares
    • Kestra Investment Management, LLC: 10,475 shares

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

  4. period ended2025-09-30
    13F 671,078 shares
    Change vs previous 13F +41,264 shares

    1.02% of the 13F portfolio, value $337,377,949.

    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: 183,432 shares
    • Kestra Advisory Services, LLC: 477,611 shares
    • Kestra Investment Management, LLC: 10,035 shares

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

  5. period ended2025-06-30
    13F/A 629,814 shares
    Change vs previous 13F +49,527 shares

    1% of the 13F portfolio, value $305,944,826.

    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: 184,461 shares
    • Kestra Advisory Services, LLC: 436,672 shares
    • Kestra Investment Management, LLC: 8,681 shares

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

  6. period ended2025-03-31
    13F/A 580,287 shares
    Change vs previous 13F -19,828 shares

    1.04% of the 13F portfolio, value $309,049,251.

    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: 176,178 shares
    • Kestra Advisory Services, LLC: 397,851 shares
    • Kestra Investment Management, LLC: 6,258 shares

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

  7. period ended2024-12-31
    13F 600,115 shares
    Change vs previous 13F -93,968 shares

    1.02% of the 13F portfolio, value $272,020,046.

    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: 174,794 shares
    • Kestra Advisory Services, LLC: 420,484 shares
    • Kestra Investment Management, LLC: 4,837 shares

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

  8. period ended2024-09-30
    13F 694,083 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $319,458,866.

    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: 174,542 shares
    • Kestra Advisory Services, LLC: 518,084 shares
    • Kestra Investment Management, LLC: 1,457 shares

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