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Grant/GrossMendelsohn, LLC: BRK-B position timeline

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

Grant/GrossMendelsohn, LLC held 4,333 BRK-B shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,333 shares
    Change vs previous 13F +100 shares

    1.28% of the 13F portfolio, value $2,300,572.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,233 shares
    Change vs previous 13F -5,314 shares

    1% of the 13F portfolio, value $1,918,734.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 9,547 shares
    Change vs previous 13F +18 shares

    1.89% of the 13F portfolio, value $4,393,056.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 9,529 shares
    Change vs previous 13F -2,639 shares

    1.77% of the 13F portfolio, value $3,876,397.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,168 shares
    Change vs previous 13F -2,280 shares

    2.35% of the 13F portfolio, value $5,046,492.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 14,448 shares
    Change vs previous 13F +4,191 shares

    2.3% of the 13F portfolio, value $5,566,325.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,257 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,593,027.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,257 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,521,946.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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