Skip to content
Disclosery

INSIGNEO ADVISORY SERVICES, LLC: BRK-B position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 85,570 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,570 shares
    Change vs previous 13F +14,817 shares

    1.61% of the 13F portfolio, value $42,818,588.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 70,753 shares
    Change vs previous 13F +3,473 shares

    2.41% of the 13F portfolio, value $33,904,941.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 67,280 shares
    Change vs previous 13F -3,043 shares

    2.43% of the 13F portfolio, value $33,818,170.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 70,323 shares
    Change vs previous 13F +4,653 shares

    2.48% of the 13F portfolio, value $35,354,063.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 65,670 shares
    Change vs previous 13F +2,616 shares

    2.74% of the 13F portfolio, value $31,900,516.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 63,054 shares
    Change vs previous 13F +6,096 shares

    3.46% of the 13F portfolio, value $33,581,299.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 56,958 shares
    Change vs previous 13F +1,720 shares

    2.67% of the 13F portfolio, value $25,817,922.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 55,238 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $25,423,842.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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