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Disclosery

Fiduciary Group, LLC: BRK-B position timeline

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

Fiduciary Group, LLC held 52,739 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,739 shares
    Change vs previous 13F -578 shares

    2.07% of the 13F portfolio, value $26,390,068.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    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 53,317 shares
    Change vs previous 13F -179 shares

    2.18% of the 13F portfolio, value $25,549,430.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 53,496 shares
    Change vs previous 13F -673 shares

    2.26% of the 13F portfolio, value $26,889,684.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 54,169 shares
    Change vs previous 13F -333 shares

    2.39% of the 13F portfolio, value $27,232,843.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 54,502 shares
    Change vs previous 13F -258 shares

    2.49% of the 13F portfolio, value $26,475,359.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 54,760 shares
    Change vs previous 13F -203 shares

    2.92% of the 13F portfolio, value $29,163,996.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 54,963 shares
    Change vs previous 13F -469 shares

    2.5% of the 13F portfolio, value $24,913,556.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 55,432 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $25,513,059.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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