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HOEY INVESTMENTS, INC: BRK-B position timeline

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

HOEY INVESTMENTS, INC held 3,623 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,623 shares
    Change vs previous 13F -4,303 shares

    0.24% of the 13F portfolio, value $1,812,913.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 7,926 shares
    Change vs previous 13F -2,648 shares

    0.56% of the 13F portfolio, value $3,798,140.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 10,574 shares
    Change vs previous 13F +418 shares

    0.72% of the 13F portfolio, value $5,315,022.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 10,156 shares
    Change vs previous 13F -682 shares

    0.69% of the 13F portfolio, value $5,105,828.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 10,838 shares
    Change vs previous 13F +5,453 shares

    0.79% of the 13F portfolio, value $5,264,776.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 5,385 shares
    Change vs previous 13F +2,279 shares

    0.57% of the 13F portfolio, value $2,867,944.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, 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 3,106 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $1,407,888.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, 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 3,096 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,259,453.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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