Edgemoor Investment Advisors, Inc.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.
Edgemoor Investment Advisors, Inc. held 150,326 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 150,326 sharesChange vs previous 13F -797 shares
5.13% of the 13F portfolio, value $75,221,801.
13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 151,123 sharesChange vs previous 13F +338 shares
5.7% of the 13F portfolio, value $72,418,308.
13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 150,785 sharesChange vs previous 13F -3,094 shares
5.88% of the 13F portfolio, value $75,792,255.
13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 153,879 sharesChange vs previous 13F -189 shares
5.97% of the 13F portfolio, value $77,361,303.
13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 154,068 sharesChange vs previous 13F -4,407 shares
6.46% of the 13F portfolio, value $74,841,781.
13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 158,475 sharesChange vs previous 13F +412 shares
7.76% of the 13F portfolio, value $84,400,973.
13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 158,063 sharesChange vs previous 13F -3,963 shares
6.31% of the 13F portfolio, value $71,647,101.
13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 162,026 sharesChange vs previous 13F not available
6.48% of the 13F portfolio, value $74,574,546.
13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).