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Archford Capital Strategies, LLC: BRK-B position timeline

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

Archford Capital Strategies, LLC held 31,372 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,372 shares
    Change vs previous 13F -84 shares

    1.59% of the 13F portfolio, value $15,698,235.

    13F-HR 0001606609-26-000003 filed by Archford Capital 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 31,456 shares
    Change vs previous 13F -269 shares

    1.73% of the 13F portfolio, value $15,073,715.

    13F-HR 0001606609-26-000002 filed by Archford Capital 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 31,725 shares
    Change vs previous 13F -116 shares

    1.86% of the 13F portfolio, value $15,946,471.

    13F-HR 0001606609-26-000001 filed by Archford Capital 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 31,841 shares
    Change vs previous 13F -3,803 shares

    1.91% of the 13F portfolio, value $16,007,644.

    13F-HR 0001606609-25-000005 filed by Archford Capital 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 35,644 shares
    Change vs previous 13F +22,153 shares

    2.21% of the 13F portfolio, value $17,314,980.

    13F-HR 0001606609-25-000003 filed by Archford Capital 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 13,491 shares
    Change vs previous 13F +1,365 shares

    1.05% of the 13F portfolio, value $7,185,037.

    13F-HR 0001606609-25-000002 filed by Archford Capital 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 12,126 shares
    Change vs previous 13F +339 shares

    0.83% of the 13F portfolio, value $5,496,473.

    13F-HR 0001986042-25-000001 filed by Archford Capital 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 11,787 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,421,784.

    13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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