Grantvest Financial Group LLC: BRK-B position timeline

Grantvest Financial Group LLC held 746 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 746 shares

   Change vs previous 13F -16 shares

   0.22% of the 13F portfolio, value $373,291.

   13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 762 shares

   Change vs previous 13F -60 shares

   0.24% of the 13F portfolio, value $365,150.

   13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 822 shares

   Change vs previous 13F -70 shares

   0.26% of the 13F portfolio, value $413,178.

   13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 892 shares

   Change vs previous 13F +21 shares

   0.31% of the 13F portfolio, value $448,444.

   13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 871 shares

   Change vs previous 13F +16 shares

   0.31% of the 13F portfolio, value $423,106.

   13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 855 shares

   Change vs previous 13F 0 shares

   0.37% of the 13F portfolio, value $455,356.

   13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 855 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $387,554.

   13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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