CMC Financial Group: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CMC Financial Group on BRK-B, newest first. How the timeline and the estimate are built.
CMC Financial Group held 2,051 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,051 sharesChange vs previous 13F +69 shares
1.99% of the 13F portfolio, value $1,026,300.
13F-HR 0001770940-26-000003 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,982 sharesChange vs previous 13F -695 shares
1.92% of the 13F portfolio, value $949,774.
13F-HR 0001770940-26-000002 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,677 sharesChange vs previous 13F -2 shares
2.4% of the 13F portfolio, value $1,345,594.
13F-HR 0001770940-26-000001 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,679 sharesChange vs previous 13F +227 shares
2.49% of the 13F portfolio, value $1,346,840.
13F-HR 0001770940-25-000006 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,452 sharesChange vs previous 13F 0 shares
2.72% of the 13F portfolio, value $1,191,108.
13F-HR 0001770940-25-000004 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,452 sharesChange vs previous 13F -13 shares
2.95% of the 13F portfolio, value $1,305,886.
13F-HR 0001770940-25-000002 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,465 sharesChange vs previous 13F -94 shares
2.38% of the 13F portfolio, value $1,117,335.
13F-HR 0001770940-25-000001 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,559 sharesChange vs previous 13F not available
1.73% of the 13F portfolio, value $1,177,805.
13F-HR 0001770940-24-000006 filed by CMC Financial Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).