Intelligent Financial Strategies: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intelligent Financial Strategies on BRK-B, newest first. How the timeline and the estimate are built.
Intelligent Financial Strategies held 117,215 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-16.
the latest 13F is the newest step
- period ended2026-09-3013F 117,215 sharesChange vs previous 13F -3,188 shares
28.32% of the 13F portfolio, value $58,367,110.
13F-HR 0001911000-26-000005 filed by Intelligent Financial Strategies
Accepted , ingested - period ended2026-06-3013F 120,403 sharesChange vs previous 13F -1,894 shares
28.99% of the 13F portfolio, value $60,248,607.
13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 122,297 sharesChange vs previous 13F -6,044 shares
30.53% of the 13F portfolio, value $58,604,866.
13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 128,341 sharesChange vs previous 13F -439 shares
31.02% of the 13F portfolio, value $64,510,754.
13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 128,780 sharesChange vs previous 13F -56,308 shares
31.51% of the 13F portfolio, value $64,743,008.
13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 185,088 sharesChange vs previous 13F +4,297 shares
47.71% of the 13F portfolio, value $89,910,343.
13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 180,791 sharesChange vs previous 13F +607 shares
50.23% of the 13F portfolio, value $96,285,831.
13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 180,184 sharesChange vs previous 13F not available
45.23% of the 13F portfolio, value $81,673,940.
13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).