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Disclosery

Evanson Asset Management, LLC: BRK-B position timeline

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

Evanson Asset Management, LLC held 18,703 BRK-B shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,703 shares
    Change vs previous 13F -1,581 shares

    0.48% of the 13F portfolio, value $8,962,398.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 20,284 shares
    Change vs previous 13F -2,551 shares

    0.55% of the 13F portfolio, value $10,195,669.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 22,835 shares
    Change vs previous 13F -1,376 shares

    0.65% of the 13F portfolio, value $11,479,984.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 24,211 shares
    Change vs previous 13F +3,014 shares

    0.73% of the 13F portfolio, value $11,760,896.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 21,197 shares
    Change vs previous 13F +382 shares

    0.8% of the 13F portfolio, value $11,289,329.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 20,815 shares
    Change vs previous 13F -276 shares

    0.65% of the 13F portfolio, value $9,434,993.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 21,091 shares
    Change vs previous 13F -104 shares

    0.68% of the 13F portfolio, value $9,707,313.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 21,195 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $8,622,099.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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