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Advisors Capital Management, LLC: BRK-B position timeline

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

Advisors Capital Management, LLC held 135,618 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,618 shares
    Change vs previous 13F -28,515 shares

    0.72% of the 13F portfolio, value $67,862,020.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 164,133 shares
    Change vs previous 13F -14,809 shares

    0.92% of the 13F portfolio, value $78,652,886.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 178,942 shares
    Change vs previous 13F +4,532 shares

    1.06% of the 13F portfolio, value $89,945,347.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 174,410 shares
    Change vs previous 13F +6,451 shares

    1.09% of the 13F portfolio, value $87,683,177.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 167,959 shares
    Change vs previous 13F +4,970 shares

    1.12% of the 13F portfolio, value $81,589,783.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 162,989 shares
    Change vs previous 13F +3,950 shares

    1.34% of the 13F portfolio, value $86,804,890.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 159,039 shares
    Change vs previous 13F +4,071 shares

    1.13% of the 13F portfolio, value $72,089,319.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 154,968 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $71,326,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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