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Citadel Investment Advisory, Inc.: BRK-B position timeline

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

Citadel Investment Advisory, Inc. held 104,359 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,359 shares
    Change vs previous 13F -434 shares

    23.81% of the 13F portfolio, value $51,966,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,793 shares
    Change vs previous 13F -137 shares

    23.81% of the 13F portfolio, value $52,436,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,930 shares
    Change vs previous 13F -882 shares

    24% of the 13F portfolio, value $50,282,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 105,812 shares
    Change vs previous 13F -205 shares

    22.98% of the 13F portfolio, value $53,187,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 106,017 shares
    Change vs previous 13F +602 shares

    24.45% of the 13F portfolio, value $53,299,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 105,415 shares
    Change vs previous 13F -3,855 shares

    24.45% of the 13F portfolio, value $50,479,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 109,270 shares
    Change vs previous 13F -85 shares

    28.56% of the 13F portfolio, value $58,195,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 109,355 shares
    Change vs previous 13F not available

    25.68% of the 13F portfolio, value $49,569,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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