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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

  1. period ended2026-06-30
    13F 2,051 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,982 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,677 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,679 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 2,452 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 2,452 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 2,465 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 2,559 shares
    Change 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), ingested

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