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Choate Investment Advisors: BRK-B position timeline

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

Choate Investment Advisors held 67,929 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,929 shares
    Change vs previous 13F +281 shares

    0.6% of the 13F portfolio, value $33,991,152.

    13F-HR 0001398344-26-014036 filed by Choate Investment 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 67,648 shares
    Change vs previous 13F +750 shares

    0.63% of the 13F portfolio, value $32,417,075.

    13F-HR 0001398344-26-009072 filed by Choate Investment 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 66,898 shares
    Change vs previous 13F -3,434 shares

    0.66% of the 13F portfolio, value $33,626,441.

    13F-HR 0001398344-26-002491 filed by Choate Investment 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 70,332 shares
    Change vs previous 13F +3,491 shares

    0.73% of the 13F portfolio, value $35,358,710.

    13F-HR 0001398344-25-020572 filed by Choate Investment 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 66,841 shares
    Change vs previous 13F -1,394 shares

    0.7% of the 13F portfolio, value $32,469,353.

    13F-HR 0001398344-25-015075 filed by Choate Investment 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 68,235 shares
    Change vs previous 13F -1,446 shares

    0.9% of the 13F portfolio, value $36,340,596.

    13F-HR 0001398344-25-009417 filed by Choate Investment 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 69,681 shares
    Change vs previous 13F +2,394 shares

    0.71% of the 13F portfolio, value $29,591,478.

    13F-HR 0001398344-25-002290 filed by Choate Investment 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 67,287 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $30,969,515.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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