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Cresset Asset Management, LLC: BRK-B position timeline

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

Cresset Asset Management, LLC held 203,526 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,526 shares
    Change vs previous 13F +15,042 shares

    0.37% of the 13F portfolio, value $101,842,244.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 188,484 shares
    Change vs previous 13F +6,485 shares

    0.39% of the 13F portfolio, value $90,321,407.

    13F-HR 0001172661-26-002185 filed by Cresset 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 ended2025-12-31
    13F 181,999 shares
    Change vs previous 13F -4,318 shares

    0.39% of the 13F portfolio, value $91,481,836.

    13F-HR 0001172661-26-001073 filed by Cresset 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 ended2025-09-30
    13F/A 186,317 shares
    Change vs previous 13F +6,252 shares

    0.41% of the 13F portfolio, value $93,669,166.

    13F-HR/A 0001172661-26-000269 filed by Cresset 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 ended2025-06-30
    13F/A 180,065 shares
    Change vs previous 13F -33,019 shares

    0.44% of the 13F portfolio, value $87,470,377.

    13F-HR/A 0001172661-26-000268 filed by Cresset 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 ended2025-03-31
    13F 213,084 shares
    Change vs previous 13F -6,776 shares

    0.57% of the 13F portfolio, value $113,484,262.

    13F-HR 0001172661-25-001764 filed by Cresset 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 ended2024-12-31
    13F 219,860 shares
    Change vs previous 13F -109,136 shares

    0.48% of the 13F portfolio, value $99,657,920.

    13F-HR 0001172661-25-000925 filed by Cresset 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 ended2024-09-30
    13F 328,996 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $151,423,864.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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