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Wealthcare Advisory Partners LLC: BRK-B position timeline

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

Wealthcare Advisory Partners LLC held 32,841 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,841 shares
    Change vs previous 13F -5,174 shares

    0.3% of the 13F portfolio, value $16,433,204.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,840 shares
    • Wealthcare Capital Partners, LLC: 7,001 shares

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

  2. period ended2026-03-31
    13F 38,015 shares
    Change vs previous 13F -1,607 shares

    0.34% of the 13F portfolio, value $18,216,689.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 31,014 shares
    • Wealthcare Capital Partners, LLC: 7,001 shares

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

  3. period ended2025-12-31
    13F 39,622 shares
    Change vs previous 13F +6,593 shares

    0.38% of the 13F portfolio, value $19,915,894.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 32,528 shares
    • Wealthcare Capital Partners, LLC: 7,094 shares

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

  4. period ended2025-09-30
    13F 33,029 shares
    Change vs previous 13F +93 shares

    0.33% of the 13F portfolio, value $16,604,748.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,766 shares
    • Wealthcare Capital Partners, LLC: 7,263 shares

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

  5. period ended2025-06-30
    13F 32,936 shares
    Change vs previous 13F +663 shares

    0.35% of the 13F portfolio, value $15,999,564.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,686 shares
    • Wealthcare Capital Partners, LLC: 7,250 shares

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

  6. period ended2025-03-31
    13F 32,273 shares
    Change vs previous 13F +16 shares

    0.44% of the 13F portfolio, value $17,187,688.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,136 shares
    • Wealthcare Capital Partners, LLC: 7,137 shares

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

  7. period ended2024-12-31
    13F 32,257 shares
    Change vs previous 13F +6,549 shares

    0.39% of the 13F portfolio, value $14,621,679.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,170 shares
    • Wealthcare Capital Partners, LLC: 7,087 shares

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

  8. period ended2024-09-30
    13F 25,708 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,832,134.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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