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Clearstead Advisors, LLC: BRK-B position timeline

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

Clearstead Advisors, LLC held 133,487 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,487 shares
    Change vs previous 13F -22,577 shares

    0.63% of the 13F portfolio, value $66,795,649.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 156,064 shares
    Change vs previous 13F +19,204 shares

    0.68% of the 13F portfolio, value $74,786,176.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 136,860 shares
    Change vs previous 13F +2,727 shares

    0.87% of the 13F portfolio, value $68,792,609.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 134,133 shares
    Change vs previous 13F -6,873 shares

    0.98% of the 13F portfolio, value $67,433,955.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 141,006 shares
    Change vs previous 13F +3,503 shares

    0.96% of the 13F portfolio, value $68,496,426.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 137,503 shares
    Change vs previous 13F +7,665 shares

    1.14% of the 13F portfolio, value $73,231,444.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 129,838 shares
    Change vs previous 13F -1,022 shares

    0.9% of the 13F portfolio, value $58,853,050.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 130,860 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $60,229,707.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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