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Disclosery

Cornerstone Advisory, LLC: BRK-B position timeline

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

Cornerstone Advisory, LLC held 51,523 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,523 shares
    Change vs previous 13F -2,679 shares

    2.14% of the 13F portfolio, value $25,781,594.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 54,202 shares
    Change vs previous 13F +227 shares

    2.46% of the 13F portfolio, value $25,973,598.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 53,975 shares
    Change vs previous 13F +869 shares

    2.59% of the 13F portfolio, value $27,130,534.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 53,106 shares
    Change vs previous 13F +8,726 shares

    2.62% of the 13F portfolio, value $26,698,510.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 44,380 shares
    Change vs previous 13F +144 shares

    2.32% of the 13F portfolio, value $21,558,473.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 44,236 shares
    Change vs previous 13F -70 shares

    2.65% of the 13F portfolio, value $22,663,430.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 44,306 shares
    Change vs previous 13F +1,211 shares

    2.41% of the 13F portfolio, value $21,248,715.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 43,095 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $19,834,905.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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