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Disclosery

AFFINITY INVESTMENT ADVISORS, LLC: BRK-B position timeline

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

AFFINITY INVESTMENT ADVISORS, LLC held 0 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -989 shares

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 989 shares
    Change vs previous 13F +152 shares

    0.43% of the 13F portfolio, value $526,722.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT 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 ended2024-12-31
    13F 837 shares
    Change vs previous 13F -90 shares

    0.32% of the 13F portfolio, value $379,395.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT 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 ended2024-09-30
    13F 927 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $426,661.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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