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Disclosery

Herold Advisors, Inc.: BRK-B position timeline

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

Herold Advisors, Inc. held 6,404 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,404 shares
    Change vs previous 13F +258 shares

    0.63% of the 13F portfolio, value $3,208,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 6,146 shares
    Change vs previous 13F +341 shares

    0.65% of the 13F portfolio, value $2,945,395.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 5,805 shares
    Change vs previous 13F -13 shares

    0.65% of the 13F portfolio, value $2,918,133.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 5,818 shares
    Change vs previous 13F -11 shares

    0.68% of the 13F portfolio, value $2,925,184.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 5,829 shares
    Change vs previous 13F -1,271 shares

    0.59% of the 13F portfolio, value $2,831,799.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 7,100 shares
    Change vs previous 13F -864 shares

    0.83% of the 13F portfolio, value $3,781,581.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 7,964 shares
    Change vs previous 13F +880 shares

    0.79% of the 13F portfolio, value $3,610,178.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 7,084 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,260,482.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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