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Aptus Capital Advisors, LLC: BRK-B position timeline

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

Aptus Capital Advisors, LLC held 132,231 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,231 shares
    Change vs previous 13F +1,937 shares

    0.48% of the 13F portfolio, value $66,167,070.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 130,294 shares
    Change vs previous 13F -6,372 shares

    0.53% of the 13F portfolio, value $62,436,884.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 136,666 shares
    Change vs previous 13F +801 shares

    0.58% of the 13F portfolio, value $68,695,164.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 135,865 shares
    Change vs previous 13F +49,934 shares

    0.62% of the 13F portfolio, value $68,304,770.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 85,931 shares
    Change vs previous 13F +3,167 shares

    0.41% of the 13F portfolio, value $41,742,702.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 82,764 shares
    Change vs previous 13F -32,923 shares

    0.5% of the 13F portfolio, value $44,078,450.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 115,687 shares
    Change vs previous 13F +29,113 shares

    0.62% of the 13F portfolio, value $52,438,603.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 86,574 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $39,846,550.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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