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Alan B Lancz & Associates, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alan B Lancz & Associates, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Alan B Lancz & Associates, Inc. held 4,487 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 4,487 shares
    Change vs previous 13F +100 shares

    1.95% of the 13F portfolio, value $2,245,250.

    13F-HR 0001765380-26-000339 filed by Alan B Lancz & Associates, Inc.
    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 4,387 shares
    Change vs previous 13F -1,052 shares

    2.04% of the 13F portfolio, value $2,102,251.

    13F-HR 0001765380-26-000154 filed by Alan B Lancz & Associates, Inc.
    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 5,439 shares
    Change vs previous 13F -5 shares

    2.4% of the 13F portfolio, value $2,733,914.

    13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
    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 5,444 shares
    Change vs previous 13F -55 shares

    2.47% of the 13F portfolio, value $2,736,917.

    13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
    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 5,499 shares
    Change vs previous 13F -221 shares

    2.67% of the 13F portfolio, value $2,671,250.

    13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
    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 5,720 shares
    Change vs previous 13F +63 shares

    3.25% of the 13F portfolio, value $3,046,358.

    13F-HR 0001897835-25-000002 filed by Alan B Lancz & Associates, Inc.
    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 5,657 shares
    Change vs previous 13F -25 shares

    2.6% of the 13F portfolio, value $2,564,205.

    13F-HR 0001897835-25-000001 filed by Alan B Lancz & Associates, Inc.
    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 5,682 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $2,615,198.

    13F-HR 0001897835-24-000003 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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