Fiduciary Alliance LLC: BRK-B position timeline

Fiduciary Alliance LLC held 32,908 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 32,908 shares

   Change vs previous 13F -2,741 shares

   1.24% of the 13F portfolio, value $16,386,774.

   13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
   Accepted 2026-10-13 17:47:50 UTC, ingested 2026-10-13 17:49:14 UTC

2. period ended2026-06-30

   13F 35,649 shares

   Change vs previous 13F -14,052 shares

   1.21% of the 13F portfolio, value $17,838,622.

   13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 49,701 shares

   Change vs previous 13F -7,001 shares

   1.42% of the 13F portfolio, value $23,562,971.

   13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 56,702 shares

   Change vs previous 13F +620 shares

   1.86% of the 13F portfolio, value $28,501,260.

   13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 56,082 shares

   Change vs previous 13F -517 shares

   1.89% of the 13F portfolio, value $28,194,665.

   13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 56,599 shares

   Change vs previous 13F +990 shares

   2.05% of the 13F portfolio, value $27,494,096.

   13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 55,609 shares

   Change vs previous 13F +1,958 shares

   2.91% of the 13F portfolio, value $29,616,241.

   13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 53,651 shares

   Change vs previous 13F not available

   2.46% of the 13F portfolio, value $24,318,925.

   13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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