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DEFINE FINANCIAL, LLC: BRK-B position timeline

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

DEFINE FINANCIAL, LLC held 1,680 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,680 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $840,655.

    13F-HR 0001754960-26-000479 filed by DEFINE FINANCIAL, 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 1,679 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $804,577.

    13F-HR 0001754960-26-000258 filed by DEFINE FINANCIAL, 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 1,640 shares
    Change vs previous 13F +227 shares

    0.47% of the 13F portfolio, value $824,346.

    13F-HR 0001754960-26-000035 filed by DEFINE FINANCIAL, 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 1,413 shares
    Change vs previous 13F +60 shares

    0.43% of the 13F portfolio, value $710,372.

    13F-HR 0001754960-25-000674 filed by DEFINE FINANCIAL, 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 1,353 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $657,247.

    13F-HR 0001754960-25-000382 filed by DEFINE FINANCIAL, 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 1,353 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $709,121.

    13F-HR 0001754960-25-000197 filed by DEFINE FINANCIAL, 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 1,353 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $613,288.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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