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Disclosery

Horizon Investments, LLC: BRK-B position timeline

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

Horizon Investments, LLC held 137,802 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,802 shares
    Change vs previous 13F +8,659 shares

    0.76% of the 13F portfolio, value $68,954,743.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, LLC
    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 129,143 shares
    Change vs previous 13F +23,681 shares

    0.69% of the 13F portfolio, value $61,885,326.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, LLC
    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 105,462 shares
    Change vs previous 13F +7,612 shares

    0.67% of the 13F portfolio, value $53,010,474.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    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 97,850 shares
    Change vs previous 13F -20,403 shares

    0.65% of the 13F portfolio, value $49,193,109.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, LLC
    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 118,253 shares
    Change vs previous 13F +109,529 shares

    0.91% of the 13F portfolio, value $57,443,760.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    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 8,724 shares
    Change vs previous 13F +1,274 shares

    0.14% of the 13F portfolio, value $4,646,228.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    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 7,450 shares
    Change vs previous 13F +363 shares

    0.1% of the 13F portfolio, value $3,376,936.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    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 7,087 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,261,863.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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