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Addison Advisors LLC: BRK-B position timeline

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

Addison Advisors LLC held 1,097 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,097 shares
    Change vs previous 13F -6,898 shares

    0.26% of the 13F portfolio, value $548,928.

    13F-HR 0001843745-26-000003 filed by Addison Advisors 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 7,995 shares
    Change vs previous 13F -6 shares

    0.85% of the 13F portfolio, value $3,831,204.

    13F-HR 0001843745-26-000002 filed by Addison Advisors 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 8,001 shares
    Change vs previous 13F -86 shares

    0.9% of the 13F portfolio, value $4,021,704.

    13F-HR 0001843745-26-000001 filed by Addison Advisors 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 8,087 shares
    Change vs previous 13F +65 shares

    0.94% of the 13F portfolio, value $4,065,659.

    13F-HR 0001843745-25-000007 filed by Addison Advisors 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 8,022 shares
    Change vs previous 13F -350 shares

    0.97% of the 13F portfolio, value $3,896,848.

    13F-HR 0001843745-25-000006 filed by Addison Advisors 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 8,372 shares
    Change vs previous 13F -1 shares

    1.22% of the 13F portfolio, value $4,458,760.

    13F-HR 0001843745-25-000003 filed by Addison Advisors 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 8,373 shares
    Change vs previous 13F -966 shares

    1.06% of the 13F portfolio, value $3,795,315.

    13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,339 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,298,369.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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