Skip to content
Disclosery

FIDUCIARY FINANCIAL GROUP, LLC: BRK-B position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 14,105 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 14,105 shares
    Change vs previous 13F +3,803 shares

    0.82% of the 13F portfolio, value $7,023,605.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,302 shares
    Change vs previous 13F +2,067 shares

    0.58% of the 13F portfolio, value $5,155,018.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,235 shares
    Change vs previous 13F +832 shares

    0.52% of the 13F portfolio, value $3,946,212.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,403 shares
    Change vs previous 13F +1,280 shares

    0.53% of the 13F portfolio, value $3,721,118.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,123 shares
    Change vs previous 13F +64 shares

    0.49% of the 13F portfolio, value $3,078,277.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,059 shares
    Change vs previous 13F -49 shares

    0.54% of the 13F portfolio, value $2,966,547.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,108 shares
    Change vs previous 13F +213 shares

    0.69% of the 13F portfolio, value $3,150,567.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,895 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,609,481.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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