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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

  1. period ended2026-09-30
    13F 117,215 shares
    Change 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

  2. period ended2026-06-30
    13F 120,403 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 122,297 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 128,341 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 128,780 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 185,088 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 180,791 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 180,184 shares
    Change 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), ingested

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