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Disclosery

Annex Advisory Services, LLC: BRK-B position timeline

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

Annex Advisory Services, LLC held 6,842 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,842 shares
    Change vs previous 13F -1,742 shares

    0.06% of the 13F portfolio, value $3,423,668.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 8,584 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $4,113,453.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 8,613 shares
    Change vs previous 13F -54 shares

    0.08% of the 13F portfolio, value $4,329,154.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 8,667 shares
    Change vs previous 13F -863 shares

    0.09% of the 13F portfolio, value $4,357,248.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 9,530 shares
    Change vs previous 13F +720 shares

    0.11% of the 13F portfolio, value $4,629,388.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 8,810 shares
    Change vs previous 13F +2,263 shares

    0.13% of the 13F portfolio, value $4,692,030.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 6,547 shares
    Change vs previous 13F +346 shares

    0.09% of the 13F portfolio, value $2,967,624.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 6,201 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,854,072.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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