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Disclosery

Family Asset Management, LLC: BRK-B position timeline

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

Family Asset Management, LLC held 837 BRK-B shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 837 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $385,238.

    13F-HR 0001398344-24-019645 filed by Family 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 ended2024-06-30
    13F 871 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $354,323.

    13F-HR 0001398344-24-013482 filed by Family 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 ended2024-03-31
    13F 874 shares
    Change vs previous 13F +34 shares

    0.23% of the 13F portfolio, value $367,534.

    13F-HR 0001398344-24-009447 filed by Family 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 ended2023-12-31
    13F 840 shares
    Change vs previous 13F +91 shares

    0.2% of the 13F portfolio, value $299,594.

    13F-HR 0001398344-24-002198 filed by Family 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 ended2023-09-30
    13F 749 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $262,375.

    13F-HR 0001398344-23-020065 filed by Family 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 ended2023-06-30
    13F 749 shares
    Change vs previous 13F -1 shares

    0.17% of the 13F portfolio, value $255,409.

    13F-HR 0001398344-23-013641 filed by Family 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 ended2023-03-31
    13F 750 shares
    Change vs previous 13F -8 shares

    0.17% of the 13F portfolio, value $231,578.

    13F-HR 0001398344-23-008667 filed by Family 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 ended2022-12-31
    13F 758 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $234,146.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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