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Disclosery

Apriem Advisors: BRK-B position timeline

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

Apriem Advisors held 13,256 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,256 shares
    Change vs previous 13F -464 shares

    0.57% of the 13F portfolio, value $6,633,170.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 13,720 shares
    Change vs previous 13F -567 shares

    0.63% of the 13F portfolio, value $6,574,624.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 14,287 shares
    Change vs previous 13F -326 shares

    0.66% of the 13F portfolio, value $7,181,361.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 14,613 shares
    Change vs previous 13F +125 shares

    0.7% of the 13F portfolio, value $7,346,540.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 14,488 shares
    Change vs previous 13F -9 shares

    0.75% of the 13F portfolio, value $7,037,836.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 14,497 shares
    Change vs previous 13F -45 shares

    0.9% of the 13F portfolio, value $7,720,812.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 14,542 shares
    Change vs previous 13F -60 shares

    0.75% of the 13F portfolio, value $6,591,598.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 14,602 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,720,717.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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