Drake & Associates, LLC: BRK-B position timeline

Drake & Associates, LLC held 1,438 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,438 shares

   Change vs previous 13F -43 shares

   0.12% of the 13F portfolio, value $719,574.

   13F-HR 0001935795-26-000003 filed by Drake & Associates, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,481 shares

   Change vs previous 13F -186 shares

   0.14% of the 13F portfolio, value $709,695.

   13F-HR 0001935795-26-000002 filed by Drake & Associates, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,667 shares

   Change vs previous 13F -75 shares

   0.17% of the 13F portfolio, value $837,918.

   13F-HR 0001935795-26-000001 filed by Drake & Associates, LLC
   Filed 2026-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,742 shares

   Change vs previous 13F -16 shares

   0.18% of the 13F portfolio, value $851,437.

   13F-HR 0001935795-25-000008 filed by Drake & Associates, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,758 shares

   Change vs previous 13F +891 shares

   0.21% of the 13F portfolio, value $853,984.

   13F-HR 0001935795-25-000003 filed by Drake & Associates, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 867 shares

   Change vs previous 13F -181 shares

   0.13% of the 13F portfolio, value $461,747.

   13F-HR 0001935795-25-000002 filed by Drake & Associates, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,048 shares

   Change vs previous 13F +233 shares

   0.14% of the 13F portfolio, value $495,432.

   13F-HR 0001935795-25-000001 filed by Drake & Associates, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 815 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $375,112.

   13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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