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CAPTRUST FINANCIAL ADVISORS: BRK-B position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,065,734 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,065,734 shares
    Change vs previous 13F +54,846 shares

    0.82% of the 13F portfolio, value $533,282,407.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,010,888 shares
    Change vs previous 13F +170,898 shares

    0.85% of the 13F portfolio, value $484,411,999.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 839,990 shares
    Change vs previous 13F +79,066 shares

    0.8% of the 13F portfolio, value $422,220,841.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 760,924 shares
    Change vs previous 13F +1,351 shares

    0.78% of the 13F portfolio, value $382,546,853.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 759,573 shares
    Change vs previous 13F +17,455 shares

    0.82% of the 13F portfolio, value $368,977,647.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 742,118 shares
    Change vs previous 13F +21,651 shares

    0.99% of the 13F portfolio, value $395,237,327.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 720,467 shares
    Change vs previous 13F +1,922 shares

    0.93% of the 13F portfolio, value $326,573,129.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 718,545 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $330,717,602.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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