Castleview Partners, LLC: BRK-B position timeline

Castleview Partners, LLC held 745 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 745 shares

   Change vs previous 13F +182 shares

   0.16% of the 13F portfolio, value $370,973.

   13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
   Accepted 2026-10-09 20:08:38 UTC, ingested 2026-10-09 20:09:05 UTC

2. period ended2026-06-30

   13F 563 shares

   Change vs previous 13F +47 shares

   0.12% of the 13F portfolio, value $281,720.

   13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 516 shares

   Change vs previous 13F +32 shares

   0.13% of the 13F portfolio, value $247,267.

   13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 484 shares

   Change vs previous 13F +14 shares

   0.12% of the 13F portfolio, value $243,283.

   13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 470 shares

   Change vs previous 13F -322 shares

   0.13% of the 13F portfolio, value $236,288.

   13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 792 shares

   Change vs previous 13F -506 shares

   0.25% of the 13F portfolio, value $384,730.

   13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 1,298 shares

   Change vs previous 13F +785 shares

   0.47% of the 13F portfolio, value $691,288.

   13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F/A 513 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $231,414.

   13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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