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Disclosery

Centerpoint Advisory Group: BRK-B position timeline

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

Centerpoint Advisory Group held 2,323 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,323 shares
    Change vs previous 13F +104 shares

    0.74% of the 13F portfolio, value $1,162,408.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 2,219 shares
    Change vs previous 13F +582 shares

    0.8% of the 13F portfolio, value $1,063,345.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 1,637 shares
    Change vs previous 13F +26 shares

    0.63% of the 13F portfolio, value $822,839.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 1,611 shares
    Change vs previous 13F +5 shares

    0.63% of the 13F portfolio, value $809,915.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 1,606 shares
    Change vs previous 13F +63 shares

    0.68% of the 13F portfolio, value $780,148.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 1,543 shares
    Change vs previous 13F +22 shares

    0.81% of the 13F portfolio, value $821,773.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 1,521 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $689,439.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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