Skip to content
Disclosery

IEQ CAPITAL, LLC: BRK-B position timeline

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

IEQ CAPITAL, LLC held 272,201 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 272,201 shares
    Change vs previous 13F -30,834 shares

    0.63% of the 13F portfolio, value $136,206,528.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 303,035 shares
    Change vs previous 13F +12,986 shares

    0.67% of the 13F portfolio, value $145,214,180.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 290,049 shares
    Change vs previous 13F +20,262 shares

    0.44% of the 13F portfolio, value $145,792,776.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 269,787 shares
    Change vs previous 13F +73,494 shares

    0.41% of the 13F portfolio, value $135,632,512.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 196,293 shares
    Change vs previous 13F +11,890 shares

    0.58% of the 13F portfolio, value $95,353,061.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 184,403 shares
    Change vs previous 13F +21,310 shares

    0.78% of the 13F portfolio, value $98,209,136.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 163,093 shares
    Change vs previous 13F +11,277 shares

    0.71% of the 13F portfolio, value $73,926,520.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 151,816 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $69,875,013.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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