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Disclosery

BridgePort Financial Solutions, LLC: BRK-B position timeline

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

BridgePort Financial Solutions, LLC held 16,679 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,679 shares
    Change vs previous 13F -1,764 shares

    2.12% of the 13F portfolio, value $8,345,974.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 18,443 shares
    Change vs previous 13F -1,527 shares

    2.51% of the 13F portfolio, value $8,837,856.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 19,970 shares
    Change vs previous 13F -265 shares

    2.7% of the 13F portfolio, value $10,037,677.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 20,235 shares
    Change vs previous 13F +188 shares

    2.73% of the 13F portfolio, value $10,172,951.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 20,047 shares
    Change vs previous 13F +881 shares

    3.24% of the 13F portfolio, value $9,738,023.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 19,166 shares
    Change vs previous 13F +42 shares

    4.6% of the 13F portfolio, value $10,207,688.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 19,124 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $9,608,125.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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