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Disclosery

Clearstead Trust, LLC: BRK-B position timeline

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

Clearstead Trust, LLC held 11,138 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 11,138 shares
    Change vs previous 13F +22 shares

    0.73% of the 13F portfolio, value $5,573,345.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 11,116 shares
    Change vs previous 13F +24 shares

    0.87% of the 13F portfolio, value $5,326,788.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 11,092 shares
    Change vs previous 13F +1,682 shares

    0.88% of the 13F portfolio, value $5,575,394.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 9,410 shares
    Change vs previous 13F +409 shares

    0.81% of the 13F portfolio, value $4,730,784.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 9,001 shares
    Change vs previous 13F +136 shares

    0.83% of the 13F portfolio, value $4,372,416.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 8,865 shares
    Change vs previous 13F +179 shares

    1.05% of the 13F portfolio, value $4,721,322.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 8,686 shares
    Change vs previous 13F -318 shares

    0.85% of the 13F portfolio, value $3,937,191.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 9,004 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,144,182.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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