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Disclosery

BURKETT FINANCIAL SERVICES, LLC: BRK-B position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 456 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 456 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $227,065.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 488 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $244,190.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 488 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $233,849.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 563 shares
    Change vs previous 13F -16 shares

    0.1% of the 13F portfolio, value $282,991.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, 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 579 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $291,086.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 544 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $264,259.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, 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 544 shares
    Change vs previous 13F +227 shares

    0.12% of the 13F portfolio, value $289,724.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, 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 317 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $143,690.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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