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FormulaFolio Investments, LLC: BRK-B position timeline

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

FormulaFolio Investments, LLC held 2,929 BRK-B shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 2,929 shares
    Change vs previous 13F +201 shares

    0.27% of the 13F portfolio, value $814,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 2,728 shares
    Change vs previous 13F -21,649 shares

    0.25% of the 13F portfolio, value $779,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 24,377 shares
    Change vs previous 13F +13,319 shares

    0.12% of the 13F portfolio, value $5,652,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 11,058 shares
    Change vs previous 13F +878 shares

    0.09% of the 13F portfolio, value $2,355,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 10,180 shares
    Change vs previous 13F +1,050 shares

    0.07% of the 13F portfolio, value $1,817,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 9,130 shares
    Change vs previous 13F +347 shares

    0.09% of the 13F portfolio, value $1,669,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 8,783 shares
    Change vs previous 13F -908 shares

    0.07% of the 13F portfolio, value $1,989,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 9,691 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,016,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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