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Carmel Capital Management L.L.C.: BRK-B position timeline

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

Carmel Capital Management L.L.C. held 25,145 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,145 shares
    Change vs previous 13F +195 shares

    2.76% of the 13F portfolio, value $12,582,307.

    13F-HR 0001754960-26-000626 filed by Carmel Capital Management L.L.C.
    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 24,950 shares
    Change vs previous 13F -50 shares

    3.42% of the 13F portfolio, value $11,956,040.

    13F-HR 0001754960-26-000318 filed by Carmel Capital Management L.L.C.
    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 25,000 shares
    Change vs previous 13F +525 shares

    3.81% of the 13F portfolio, value $12,566,250.

    13F-HR 0001754960-26-000131 filed by Carmel Capital Management L.L.C.
    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 24,475 shares
    Change vs previous 13F +590 shares

    3.74% of the 13F portfolio, value $12,304,562.

    13F-HR 0001754960-25-000776 filed by Carmel Capital Management L.L.C.
    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 23,885 shares
    Change vs previous 13F -142 shares

    3.91% of the 13F portfolio, value $11,602,616.

    13F-HR 0001754960-25-000538 filed by Carmel Capital Management L.L.C.
    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 24,027 shares
    Change vs previous 13F -230 shares

    5.2% of the 13F portfolio, value $12,796,300.

    13F-HR 0001754960-25-000261 filed by Carmel Capital Management L.L.C.
    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 24,257 shares
    Change vs previous 13F -5 shares

    4.15% of the 13F portfolio, value $10,995,213.

    13F-HR 0001754960-25-000047 filed by Carmel Capital Management L.L.C.
    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 24,262 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $11,166,828.

    13F-HR 0001754960-24-000505 filed by Carmel Capital Management L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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