CLEARARC CAPITAL INC: BRK-B position timeline

CLEARARC CAPITAL INC held 18,248 BRK-B shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

1. period ended2019-12-31

   13F 18,248 shares

   Change vs previous 13F -8,524 shares

   1.61% of the 13F portfolio, value $4,133,000.

   13F-HR 0000950123-20-002366 filed by CLEARARC CAPITAL INC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

2. period ended2019-09-30

   13F 26,772 shares

   Change vs previous 13F +437 shares

   1.61% of the 13F portfolio, value $5,569,000.

   13F-HR 0000950123-19-011488 filed by CLEARARC CAPITAL INC
   Filed 2019-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

3. period ended2019-06-30

   13F 26,335 shares

   Change vs previous 13F -3,605 shares

   1.65% of the 13F portfolio, value $5,614,000.

   13F-HR 0000950123-19-007170 filed by CLEARARC CAPITAL INC
   Filed 2019-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

4. period ended2019-03-31

   13F/A 29,940 shares

   Change vs previous 13F -3,445 shares

   1.62% of the 13F portfolio, value $6,015,000.

   13F-HR/A 0000950123-19-005600 filed by CLEARARC CAPITAL INC
   Filed 2019-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

5. period ended2018-12-31

   13F 33,385 shares

   Change vs previous 13F -17,064 shares

   2.04% of the 13F portfolio, value $6,817,000.

   13F-HR 0000950123-19-002045 filed by CLEARARC CAPITAL INC
   Filed 2019-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

6. period ended2018-09-30

   13F 50,449 shares

   Change vs previous 13F +1,181 shares

   1.41% of the 13F portfolio, value $10,802,000.

   13F-HR 0000950123-18-011734 filed by CLEARARC CAPITAL INC
   Filed 2018-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

7. period ended2018-06-30

   13F/A 49,268 shares

   Change vs previous 13F +127 shares

   1.3% of the 13F portfolio, value $9,196,000.

   13F-HR/A 0000950123-18-009091 filed by CLEARARC CAPITAL INC
   Filed 2018-08-22 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

8. period ended2018-03-31

   13F 49,141 shares

   Change vs previous 13F not available

   1.48% of the 13F portfolio, value $9,803,000.

   13F-HR 0000950123-18-005616 filed by CLEARARC CAPITAL INC
   Filed 2018-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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