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Fortis Capital Management LLC: BRK-B position timeline

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

Fortis Capital Management LLC held 3,729 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 3,729 shares
    Change vs previous 13F -182 shares

    0.21% of the 13F portfolio, value $1,866,168.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 3,911 shares
    Change vs previous 13F -11,878 shares

    0.25% of the 13F portfolio, value $1,874,356.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 15,789 shares
    Change vs previous 13F +855 shares

    1.05% of the 13F portfolio, value $7,936,465.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management 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 14,934 shares
    Change vs previous 13F +1,844 shares

    1.06% of the 13F portfolio, value $7,508,091.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management 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 13,090 shares
    Change vs previous 13F +1,174 shares

    0.99% of the 13F portfolio, value $6,358,905.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management 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 11,916 shares
    Change vs previous 13F +397 shares

    1.23% of the 13F portfolio, value $6,346,033.

    13F-HR 0001398344-25-009073 filed by Fortis Capital Management 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 11,519 shares
    Change vs previous 13F +5,365 shares

    0.97% of the 13F portfolio, value $5,221,318.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management 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 6,154 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,832,425.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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