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Agate Pass Investment Management, LLC: BRK-B position timeline

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

Agate Pass Investment Management, LLC held 4,646 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,646 shares
    Change vs previous 13F -64 shares

    0.86% of the 13F portfolio, value $2,324,812.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment 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 4,710 shares
    Change vs previous 13F -31 shares

    0.88% of the 13F portfolio, value $2,257,032.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 4,741 shares
    Change vs previous 13F +305 shares

    0.89% of the 13F portfolio, value $2,383,064.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 4,436 shares
    Change vs previous 13F +295 shares

    0.85% of the 13F portfolio, value $2,230,155.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 4,141 shares
    Change vs previous 13F +408 shares

    0.83% of the 13F portfolio, value $2,011,574.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 3,733 shares
    Change vs previous 13F -204 shares

    0.85% of the 13F portfolio, value $1,988,121.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 3,937 shares
    Change vs previous 13F +1,110 shares

    0.81% of the 13F portfolio, value $1,784,563.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment 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 2,827 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,301,155.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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