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Disclosery

Heron Bay Capital Management: BRK-B position timeline

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

Heron Bay Capital Management held 31,940 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,940 shares
    Change vs previous 13F -3,712 shares

    1.45% of the 13F portfolio, value $15,982,457.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital 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 35,652 shares
    Change vs previous 13F +21,677 shares

    1.58% of the 13F portfolio, value $17,084,438.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital 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 13,975 shares
    Change vs previous 13F -1,389 shares

    1.34% of the 13F portfolio, value $7,024,534.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital 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 15,364 shares
    Change vs previous 13F -105 shares

    1.44% of the 13F portfolio, value $7,724,097.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital 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 15,469 shares
    Change vs previous 13F -3,114 shares

    1.48% of the 13F portfolio, value $7,514,376.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital 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 18,583 shares
    Change vs previous 13F -555 shares

    2.08% of the 13F portfolio, value $9,896,934.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital 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 19,138 shares
    Change vs previous 13F +14 shares

    1.81% of the 13F portfolio, value $8,674,873.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital 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 19,124 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $8,802,012.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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