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Fulcrum Equity Management: BRK-B position timeline

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

Fulcrum Equity Management held 4,038 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,038 shares
    Change vs previous 13F +8 shares

    1.63% of the 13F portfolio, value $2,020,575.

    13F-HR 0001737888-26-000005 filed by Fulcrum Equity Management
    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 4,030 shares
    Change vs previous 13F -1 shares

    1.88% of the 13F portfolio, value $1,931,176.

    13F-HR 0001737888-26-000004 filed by Fulcrum Equity Management
    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 4,031 shares
    Change vs previous 13F -358 shares

    1.94% of the 13F portfolio, value $2,026,182.

    13F-HR 0001737888-26-000003 filed by Fulcrum Equity Management
    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 4,389 shares
    Change vs previous 13F -29 shares

    2.23% of the 13F portfolio, value $2,206,526.

    13F-HR 0001737888-26-000001 filed by Fulcrum Equity Management
    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 4,418 shares
    Change vs previous 13F +8 shares

    2.2% of the 13F portfolio, value $2,146,132.

    13F-HR 0001737888-25-000006 filed by Fulcrum Equity Management
    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 4,410 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $2,348,678.

    13F-HR 0001737888-25-000004 filed by Fulcrum Equity Management
    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 4,410 shares
    Change vs previous 13F 0 shares

    1.98% of the 13F portfolio, value $1,998,965.

    13F-HR 0001737888-25-000001 filed by Fulcrum Equity Management
    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/A 4,410 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,029,747.

    13F-HR/A 0001737888-24-000007 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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