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Disclosery

Avalon Trust Co: BRK-B position timeline

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

Avalon Trust Co held 68,968 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,968 shares
    Change vs previous 13F -842 shares

    2.12% of the 13F portfolio, value $34,510,898.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 69,810 shares
    Change vs previous 13F -218 shares

    2.3% of the 13F portfolio, value $33,452,952.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 70,028 shares
    Change vs previous 13F -2,680 shares

    2.28% of the 13F portfolio, value $35,199,575.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 72,708 shares
    Change vs previous 13F +168 shares

    2.37% of the 13F portfolio, value $36,553,220.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 72,540 shares
    Change vs previous 13F -22,432 shares

    2.58% of the 13F portfolio, value $35,237,756.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 94,972 shares
    Change vs previous 13F -4,360 shares

    4.02% of the 13F portfolio, value $50,580,188.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 99,332 shares
    Change vs previous 13F +1,093 shares

    3.2% of the 13F portfolio, value $45,025,209.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 98,239 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $45,215,483.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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