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CSat Investment Advisory, L.P.: BRK-B position timeline

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

CSat Investment Advisory, L.P. held 8,775 BRK-B shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 8,775 shares
    Change vs previous 13F -2,864 shares

    1.88% of the 13F portfolio, value $2,242,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 11,639 shares
    Change vs previous 13F -18,025 shares

    2.51% of the 13F portfolio, value $2,699,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 29,664 shares
    Change vs previous 13F +5,421 shares

    0.86% of the 13F portfolio, value $6,317,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 24,243 shares
    Change vs previous 13F +18,697 shares

    0.77% of the 13F portfolio, value $4,327,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 5,546 shares
    Change vs previous 13F +2,820 shares

    0.28% of the 13F portfolio, value $1,014,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 2,726 shares
    Change vs previous 13F +408 shares

    0.22% of the 13F portfolio, value $618,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 2,318 shares
    Change vs previous 13F +252 shares

    0.21% of the 13F portfolio, value $483,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 2,066 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $441,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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