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AM INVESTMENT STRATEGIES LLC: BRK-B position timeline

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

AM INVESTMENT STRATEGIES LLC held 118,180 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,180 shares
    Change vs previous 13F +500 shares

    11.36% of the 13F portfolio, value $59,136,000.

    13F-HR 0001818897-26-000003 filed by AM INVESTMENT STRATEGIES 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 117,680 shares
    Change vs previous 13F +2,209 shares

    12.39% of the 13F portfolio, value $56,392,000.

    13F-HR 0001818897-26-000002 filed by AM INVESTMENT STRATEGIES 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 115,471 shares
    Change vs previous 13F +4,503 shares

    12.07% of the 13F portfolio, value $58,041,000.

    13F-HR 0001818897-26-000001 filed by AM INVESTMENT STRATEGIES 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 110,968 shares
    Change vs previous 13F -13,807 shares

    12.11% of the 13F portfolio, value $55,788,000.

    13F-HR 0001818897-25-000007 filed by AM INVESTMENT STRATEGIES 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 124,775 shares
    Change vs previous 13F +7,910 shares

    14.26% of the 13F portfolio, value $60,612,000.

    13F-HR 0001818897-25-000004 filed by AM INVESTMENT STRATEGIES 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 116,865 shares
    Change vs previous 13F -1,022,650 shares

    15.1% of the 13F portfolio, value $62,240,000.

    13F-HR 0001818897-25-000003 filed by AM INVESTMENT STRATEGIES 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 1,139,515 shares
    Change vs previous 13F +1,018,945 shares

    12.57% of the 13F portfolio, value $51,636,000.

    13F-HR 0001818897-25-000001 filed by AM INVESTMENT STRATEGIES 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 120,570 shares
    Change vs previous 13F not available

    13.49% of the 13F portfolio, value $55,494,000.

    13F-HR 0001818897-24-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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