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Alley Investment Management Company, LLC: BRK-B position timeline

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

Alley Investment Management Company, LLC held 20,688 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,688 shares
    Change vs previous 13F -314 shares

    1.21% of the 13F portfolio, value $10,352,068.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 21,002 shares
    Change vs previous 13F -3,394 shares

    1.23% of the 13F portfolio, value $10,064,158.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 24,396 shares
    Change vs previous 13F -138 shares

    1.44% of the 13F portfolio, value $12,262,649.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 24,534 shares
    Change vs previous 13F +96 shares

    1.43% of the 13F portfolio, value $12,334,223.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 24,438 shares
    Change vs previous 13F -251 shares

    1.44% of the 13F portfolio, value $11,871,247.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 24,689 shares
    Change vs previous 13F -79 shares

    1.65% of the 13F portfolio, value $13,148,868.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 24,768 shares
    Change vs previous 13F +31 shares

    1.42% of the 13F portfolio, value $11,226,839.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 24,737 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $11,385,452.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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