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DONALDSON CAPITAL MANAGEMENT, LLC: BRK-B position timeline

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

DONALDSON CAPITAL MANAGEMENT, LLC held 20,573 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,573 shares
    Change vs previous 13F +7,348 shares

    0.29% of the 13F portfolio, value $10,294,523.

    13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL 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 13,225 shares
    Change vs previous 13F -1,389 shares

    0.21% of the 13F portfolio, value $6,337,420.

    13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL 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 14,614 shares
    Change vs previous 13F -1,874 shares

    0.23% of the 13F portfolio, value $7,345,712.

    13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL 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 16,488 shares
    Change vs previous 13F -9,010 shares

    0.26% of the 13F portfolio, value $8,289,162.

    13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL 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 25,498 shares
    Change vs previous 13F +115 shares

    0.45% of the 13F portfolio, value $12,386,150.

    13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL 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 25,383 shares
    Change vs previous 13F +2,403 shares

    0.51% of the 13F portfolio, value $13,518,467.

    13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL 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 22,980 shares
    Change vs previous 13F +1,018 shares

    0.4% of the 13F portfolio, value $10,416,370.

    13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL 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 21,962 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,108,231.

    13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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