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Disclosery

Carlson Capital Management: BRK-B position timeline

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

Carlson Capital Management held 4,917 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,917 shares
    Change vs previous 13F +54 shares

    0.1% of the 13F portfolio, value $2,228,778.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 4,863 shares
    Change vs previous 13F +162 shares

    0.1% of the 13F portfolio, value $2,238,244.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 4,701 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,912,367.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,700 shares
    Change vs previous 13F -8,495 shares

    0.09% of the 13F portfolio, value $1,976,444.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 13,195 shares
    Change vs previous 13F +5,942 shares

    0.24% of the 13F portfolio, value $4,706,129.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,253 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $2,540,726.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 7,303 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,490,323.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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