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Embree Financial Group: BRK-B position timeline

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

Embree Financial Group held 27,915 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,915 shares
    Change vs previous 13F -4,015 shares

    1.4% of the 13F portfolio, value $13,968,387.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 31,930 shares
    Change vs previous 13F +160 shares

    1.8% of the 13F portfolio, value $15,300,856.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 31,770 shares
    Change vs previous 13F +2,943 shares

    1.96% of the 13F portfolio, value $15,969,191.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 28,827 shares
    Change vs previous 13F +4,966 shares

    1.94% of the 13F portfolio, value $14,492,486.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 23,861 shares
    Change vs previous 13F +2,884 shares

    1.75% of the 13F portfolio, value $11,590,958.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 20,977 shares
    Change vs previous 13F +202 shares

    1.87% of the 13F portfolio, value $11,171,931.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 20,775 shares
    Change vs previous 13F +266 shares

    1.61% of the 13F portfolio, value $9,416,892.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 20,509 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $9,439,473.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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