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Disclosery

Crewe Advisors LLC: BRK-B position timeline

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

Crewe Advisors LLC held 26,858 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,858 shares
    Change vs previous 13F +1,257 shares

    0.97% of the 13F portfolio, value $13,439,532.

    13F-HR 0001730033-26-000003 filed by Crewe Advisors 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 25,601 shares
    Change vs previous 13F +216 shares

    1.05% of the 13F portfolio, value $12,268,054.

    13F-HR 0001730033-26-000002 filed by Crewe Advisors 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 25,385 shares
    Change vs previous 13F -323 shares

    1.13% of the 13F portfolio, value $12,759,785.

    13F-HR 0001730033-26-000001 filed by Crewe Advisors 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 25,708 shares
    Change vs previous 13F +12,210 shares

    1.23% of the 13F portfolio, value $12,924,448.

    13F-HR 0001730033-25-000006 filed by Crewe Advisors 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 13,498 shares
    Change vs previous 13F +2,153 shares

    0.93% of the 13F portfolio, value $6,556,690.

    13F-HR 0001730033-25-000004 filed by Crewe Advisors 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 11,345 shares
    Change vs previous 13F -14,248 shares

    0.85% of the 13F portfolio, value $6,042,121.

    13F-HR 0001730033-25-000002 filed by Crewe Advisors 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 25,593 shares
    Change vs previous 13F -205 shares

    1.6% of the 13F portfolio, value $11,600,796.

    13F-HR 0001730033-25-000001 filed by Crewe Advisors 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 25,798 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $11,873,788.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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