Skip to content
Disclosery

IMS Capital Management: BRK-B position timeline

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

IMS Capital Management held 9,310 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,310 shares
    Change vs previous 13F -240 shares

    2.16% of the 13F portfolio, value $4,680,711.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,550 shares
    Change vs previous 13F +15 shares

    2.17% of the 13F portfolio, value $4,639,298.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,535 shares
    Change vs previous 13F -6 shares

    2.56% of the 13F portfolio, value $5,078,363.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 9,541 shares
    Change vs previous 13F +85 shares

    2% of the 13F portfolio, value $4,324,926.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 9,456 shares
    Change vs previous 13F -43 shares

    1.96% of the 13F portfolio, value $4,352,403.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,499 shares
    Change vs previous 13F +369 shares

    1.98% of the 13F portfolio, value $4,259,151.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 9,130 shares
    Change vs previous 13F +346 shares

    1.78% of the 13F portfolio, value $3,839,516.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,784 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,133,044.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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