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BOS Asset Management, LLC: BRK-B position timeline

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

BOS Asset Management, LLC held 2,130 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,130 shares
    Change vs previous 13F -28 shares

    0.25% of the 13F portfolio, value $1,060,634.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,158 shares
    Change vs previous 13F -161 shares

    0.25% of the 13F portfolio, value $1,079,842.

    13F-HR 0001965814-26-000003 filed by BOS 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 2,319 shares
    Change vs previous 13F +59 shares

    0.28% of the 13F portfolio, value $1,111,265.

    13F-HR 0001965814-26-000002 filed by BOS 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 2,260 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,135,989.

    13F-HR 0001965814-26-000001 filed by BOS 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 2,260 shares
    Change vs previous 13F +26 shares

    0.32% of the 13F portfolio, value $1,136,192.

    13F-HR 0001965814-25-000009 filed by BOS 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 2,234 shares
    Change vs previous 13F +22 shares

    0.35% of the 13F portfolio, value $1,085,210.

    13F-HR 0001965814-25-000007 filed by BOS 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 2,212 shares
    Change vs previous 13F +21 shares

    0.4% of the 13F portfolio, value $1,178,067.

    13F-HR 0001965814-25-000006 filed by BOS 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 2,191 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $993,136.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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