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Disclosery

HoyleCohen, LLC: BRK-B position timeline

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

HoyleCohen, LLC held 77,783 BRK-B shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 77,783 shares
    Change vs previous 13F +69 shares

    2.39% of the 13F portfolio, value $31,642,125.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 77,714 shares
    Change vs previous 13F -1,454 shares

    2.49% of the 13F portfolio, value $32,680,292.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 79,168 shares
    Change vs previous 13F +3,176 shares

    2.31% of the 13F portfolio, value $28,236,060.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 75,992 shares
    Change vs previous 13F +1,565 shares

    2.47% of the 13F portfolio, value $26,619,998.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 74,427 shares
    Change vs previous 13F -145 shares

    2.24% of the 13F portfolio, value $25,379,607.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 74,572 shares
    Change vs previous 13F +747 shares

    2.15% of the 13F portfolio, value $23,025,597.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 73,825 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $22,804,542.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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