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Clio Asset Management LLC: BRK-B position timeline

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

Clio Asset Management LLC held 21,029 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,029 shares
    Change vs previous 13F -184 shares

    8.8% of the 13F portfolio, value $10,471,391.

    13F-HR 0001986196-26-000005 filed by Clio Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,213 shares
    Change vs previous 13F -748 shares

    8.44% of the 13F portfolio, value $10,614,773.

    13F-HR 0001986196-26-000004 filed by Clio Asset Management LLC
    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 21,961 shares
    Change vs previous 13F -3,223 shares

    8.82% of the 13F portfolio, value $10,523,711.

    13F-HR 0001986196-26-000002 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,184 shares
    Change vs previous 13F -114 shares

    9.83% of the 13F portfolio, value $12,658,738.

    13F-HR 0001986196-26-000001 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,298 shares
    Change vs previous 13F -170 shares

    9.44% of the 13F portfolio, value $12,718,317.

    13F-HR 0001986196-25-000006 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,468 shares
    Change vs previous 13F -209 shares

    9.7% of the 13F portfolio, value $12,371,590.

    13F-HR 0001986196-25-000003 filed by Clio Asset Management LLC
    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 25,677 shares
    Change vs previous 13F -2,665 shares

    10.88% of the 13F portfolio, value $13,675,057.

    13F-HR 0001986196-25-000002 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,342 shares
    Change vs previous 13F not available

    9.48% of the 13F portfolio, value $12,846,862.

    13F-HR 0001986196-25-000001 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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