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Disclosery

Horizon Family Wealth, Inc.: BRK-B position timeline

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

Horizon Family Wealth, Inc. held 10,133 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 10,133 shares
    Change vs previous 13F -457 shares

    2.31% of the 13F portfolio, value $5,070,452.

    13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, 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 10,590 shares
    Change vs previous 13F +289 shares

    2.68% of the 13F portfolio, value $5,074,728.

    13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, 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 10,301 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $5,177,798.

    13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, 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 10,301 shares
    Change vs previous 13F +8 shares

    2.98% of the 13F portfolio, value $5,178,725.

    13F-HR 0001910660-25-000006 filed by Horizon Family Wealth, 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 10,293 shares
    Change vs previous 13F -8 shares

    3.05% of the 13F portfolio, value $5,000,030.

    13F-HR 0001910660-25-000003 filed by Horizon Family Wealth, 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 10,301 shares
    Change vs previous 13F -145 shares

    3.66% of the 13F portfolio, value $5,486,107.

    13F-HR 0001910660-25-000002 filed by Horizon Family Wealth, 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 10,446 shares
    Change vs previous 13F +7,909 shares

    3.15% of the 13F portfolio, value $4,734,963.

    13F-HR 0001910660-25-000001 filed by Horizon Family Wealth, 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 2,537 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,167,680.

    13F-HR 0001910660-24-000005 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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