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Baker Ellis Asset Management LLC: BRK-B position timeline

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

Baker Ellis Asset Management LLC held 74,579 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,579 shares
    Change vs previous 13F +460 shares

    4.05% of the 13F portfolio, value $37,136,681.

    13F-HR 0001941040-26-000741 filed by Baker Ellis Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 74,119 shares
    Change vs previous 13F +2,402 shares

    3.85% of the 13F portfolio, value $37,088,474.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 71,717 shares
    Change vs previous 13F -59 shares

    4.08% of the 13F portfolio, value $34,366,852.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 71,776 shares
    Change vs previous 13F +981 shares

    4.34% of the 13F portfolio, value $36,078,104.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 70,795 shares
    Change vs previous 13F +1,372 shares

    4.38% of the 13F portfolio, value $35,591,376.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 69,423 shares
    Change vs previous 13F +489 shares

    4.63% of the 13F portfolio, value $33,723,555.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 68,934 shares
    Change vs previous 13F +1,739 shares

    5.3% of the 13F portfolio, value $36,712,676.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 67,195 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $30,458,325.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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