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FOGEL CAPITAL MANAGEMENT, INC.: BRK-B position timeline

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

FOGEL CAPITAL MANAGEMENT, INC. held 29,742 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,742 shares
    Change vs previous 13F -107 shares

    5.98% of the 13F portfolio, value $14,882,599.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 29,849 shares
    Change vs previous 13F -257 shares

    6.54% of the 13F portfolio, value $14,303,641.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 30,106 shares
    Change vs previous 13F +15 shares

    6.97% of the 13F portfolio, value $15,132,781.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,091 shares
    Change vs previous 13F +12 shares

    7% of the 13F portfolio, value $15,127,949.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,079 shares
    Change vs previous 13F +235 shares

    7.79% of the 13F portfolio, value $14,611,476.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 29,844 shares
    Change vs previous 13F -125 shares

    8.55% of the 13F portfolio, value $15,894,318.

    13F-HR 0001415889-25-010855 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 29,969 shares
    Change vs previous 13F +2 shares

    6.82% of the 13F portfolio, value $13,584,348.

    13F-HR 0001415889-25-002092 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,967 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $13,792,611.

    13F-HR 0001415889-24-026091 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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