CPA Asset Management Group, LLC: BRK-A position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPA Asset Management Group, LLC on BRK-A, newest first. How the timeline and the estimate are built.
CPA Asset Management Group, LLC held 13 BRK-A shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 13 sharesChange vs previous 13F -1 shares
2.8% of the 13F portfolio, value $9,735,050.
13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14 sharesChange vs previous 13F -1 shares
3.37% of the 13F portfolio, value $10,053,960.
13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15 sharesChange vs previous 13F 0 shares
3.97% of the 13F portfolio, value $11,322,000.
13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15 sharesChange vs previous 13F 0 shares
4.36% of the 13F portfolio, value $11,313,000.
13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15 sharesChange vs previous 13F 0 shares
4.6% of the 13F portfolio, value $10,932,000.
13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15 sharesChange vs previous 13F -1,585 shares
5.27% of the 13F portfolio, value $11,976,624.
13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,600 sharesChange vs previous 13F 0 shares
5.06% of the 13F portfolio, value $10,894,720.
13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,600 sharesChange vs previous 13F not available
5.34% of the 13F portfolio, value $11,058,880.
13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).