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Disclosery

ABOUND FINANCIAL, LLC: BRK-B position timeline

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

ABOUND FINANCIAL, LLC held 1,609 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,609 shares
    Change vs previous 13F +103 shares

    0.32% of the 13F portfolio, value $805,127.

    13F-HR 0001420506-26-001786 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,506 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $721,676.

    13F-HR 0001420506-26-000784 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 1,506 shares
    Change vs previous 13F -57 shares

    0.29% of the 13F portfolio, value $756,992.

    13F-HR/A 0001420506-26-000431 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,563 shares
    Change vs previous 13F -63 shares

    0.31% of the 13F portfolio, value $785,784.

    13F-HR 0001420506-25-002986 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,626 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $789,865.

    13F-HR 0001420506-25-001993 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,626 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $865,977.

    13F-HR 0001420506-25-000836 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,626 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $737,033.

    13F-HR 0001986152-25-000016 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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