Visionary Wealth Advisors

SEC CIK: 0001802984
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 30,924
Value: $15.5M
% of portfolio: 0.6%
Quarters held: 21; Since Q1 2021

Holdings of BRK.B by Visionary Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,924	$15.5M	0.6%	−538−1.7%	Reduced	Holders
Q1 2026	31,462	$15.1M	0.7%	−961−3.0%	Reduced	Holders
Q4 2025	32,423	$16.3M	0.7%	−449−1.4%	Reduced	Holders
Q3 2025	32,872	$16.5M	0.8%	+1,404+4.5%	Added	Holders
Q2 2025	31,468	$15.3M	0.8%	+4,678+17.5%	Added	Holders
Q1 2025	26,790	$14.3M	0.9%	−506−1.9%	Reduced	Holders
Q4 2024	27,296	$12.4M	0.7%	+929+3.5%	Added	Holders
Q3 2024	26,367	$12.1M	0.7%	+4,116+18.5%	Added	Holders
Q2 2024	22,251	$9.05M	0.6%	+7,759+53.5%	Added	Holders
Q1 2024	14,492	$6.09M	0.4%	+332+2.3%	Added	Holders
Q4 2023	14,160	$5.05M	0.4%	+1,501+11.9%	Added	Holders
Q3 2023	12,659	$4.43M	0.4%	+1,762+16.2%	Added	Holders
Q2 2023	10,897	$3.72M	0.3%	−274−2.5%	Reduced	Holders
Q1 2023	11,171	$3.45M	0.3%	+495+4.6%	Added	Holders
Q4 2022	10,676	$3.30M	0.3%	+383+3.7%	Added	Holders
Q3 2022	10,293	$2.75M	0.3%	−2,926−22.1%	Reduced	Holders
Q2 2022	13,219	$3.61M	0.3%	+118+0.9%	Added	Holders
Q1 2022	13,101	$4.62M	0.4%	+1,050+8.7%	Added	Holders
Q4 2021	12,051	$3.60M	0.3%	+12,051	New	Holders
Q3 2021	0	$0	0.0%	−10,883−100.0%	Sold out	Holders
Q2 2021	10,883	$3.02M	0.3%	+972+9.8%	Added	Holders
Q1 2021	9,911	$2.53M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.