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Disclosery

D.A. DAVIDSON & CO.: BRK-B position timeline

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

D.A. DAVIDSON & CO. held 305,386 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 305,386 shares
    Change vs previous 13F +8,579 shares

    0.84% of the 13F portfolio, value $152,812,186.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 296,807 shares
    Change vs previous 13F +1,436 shares

    0.86% of the 13F portfolio, value $142,229,996.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 295,371 shares
    Change vs previous 13F -3,602 shares

    0.91% of the 13F portfolio, value $148,468,319.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 298,973 shares
    Change vs previous 13F +10,350 shares

    0.96% of the 13F portfolio, value $150,305,771.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 288,623 shares
    Change vs previous 13F +5,783 shares

    0.99% of the 13F portfolio, value $140,204,477.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 282,840 shares
    Change vs previous 13F +6,673 shares

    1.21% of the 13F portfolio, value $150,635,018.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 276,167 shares
    Change vs previous 13F +5,833 shares

    1.02% of the 13F portfolio, value $125,181,055.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 270,334 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $124,424,005.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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