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Disclosery

Ethic Inc.: BRK-B position timeline

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

Ethic Inc. held 55,570 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,570 shares
    Change vs previous 13F +2,048 shares

    0.35% of the 13F portfolio, value $27,806,860.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 53,522 shares
    Change vs previous 13F +1,757 shares

    0.4% of the 13F portfolio, value $25,647,846.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 51,765 shares
    Change vs previous 13F +5,583 shares

    0.4% of the 13F portfolio, value $26,019,499.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 46,182 shares
    Change vs previous 13F +5,089 shares

    0.38% of the 13F portfolio, value $23,217,363.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 41,093 shares
    Change vs previous 13F -1,537 shares

    0.36% of the 13F portfolio, value $19,957,878.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 42,630 shares
    Change vs previous 13F +9,743 shares

    0.46% of the 13F portfolio, value $22,721,116.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 32,887 shares
    Change vs previous 13F +16,570 shares

    0.3% of the 13F portfolio, value $14,907,130.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 16,317 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,861,633.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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