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Disclosery

Advantage Trust Co: BRK-B position timeline

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

Advantage Trust Co held 2,363 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,363 shares
    Change vs previous 13F +686 shares

    0.42% of the 13F portfolio, value $1,182,422.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 1,677 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $803,618.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 1,677 shares
    Change vs previous 13F -786 shares

    0.38% of the 13F portfolio, value $842,944.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 2,463 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,238,249.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 2,463 shares
    Change vs previous 13F +686 shares

    0.59% of the 13F portfolio, value $1,196,451.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 1,777 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $946,395.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 1,777 shares
    Change vs previous 13F -150 shares

    0.47% of the 13F portfolio, value $805,479.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 1,927 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $886,921.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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