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Disclosery

Independence Trust CO: BRK-B position timeline

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

Independence Trust CO held 3,659 BRK-B shares at 2017-12-31 per its 13F-HR filed 2018-02-08.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 3,659 shares
    Change vs previous 13F -30 shares

    0.8% of the 13F portfolio, value $725,000.

    13F-HR 0001140361-18-005746 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 3,689 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $676,000.

    13F-HR 0001140361-17-039671 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 3,689 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $625,000.

    13F-HR 0001140361-17-030543 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 3,689 shares
    Change vs previous 13F -456 shares

    0.79% of the 13F portfolio, value $615,000.

    13F-HR 0001140361-17-018910 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 4,145 shares
    Change vs previous 13F -90 shares

    0.93% of the 13F portfolio, value $676,000.

    13F-HR 0001140361-17-002881 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 4,235 shares
    Change vs previous 13F -2,175 shares

    1% of the 13F portfolio, value $612,000.

    13F-HR 0001140361-16-083300 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 6,410 shares
    Change vs previous 13F -163 shares

    1.43% of the 13F portfolio, value $928,000.

    13F-HR 0001140361-16-073117 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 6,573 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $933,000.

    13F-HR 0001140361-16-061506 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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