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Disclosery

Finivi Inc.: BRK-B position timeline

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

Finivi Inc. held 8,492 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 8,492 shares
    Change vs previous 13F +72 shares

    2.02% of the 13F portfolio, value $4,228,826.

    13F-HR 0002085853-26-001151 filed by Finivi Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,420 shares
    Change vs previous 13F -359 shares

    2.16% of the 13F portfolio, value $4,213,284.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 8,779 shares
    Change vs previous 13F +537 shares

    2.3% of the 13F portfolio, value $4,206,897.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 8,242 shares
    Change vs previous 13F -164 shares

    2.4% of the 13F portfolio, value $4,142,841.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    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 8,406 shares
    Change vs previous 13F +84 shares

    2.69% of the 13F portfolio, value $4,226,032.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 8,322 shares
    Change vs previous 13F +201 shares

    2.74% of the 13F portfolio, value $4,042,578.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    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 8,121 shares
    Change vs previous 13F +256 shares

    3.48% of the 13F portfolio, value $4,325,082.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 7,865 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,565,047.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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