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Intrua Financial, LLC: BRK-B position timeline

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

Intrua Financial, LLC held 5,630 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,630 shares
    Change vs previous 13F +905 shares

    0.27% of the 13F portfolio, value $2,817,196.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 4,725 shares
    Change vs previous 13F -511 shares

    0.24% of the 13F portfolio, value $2,264,220.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 5,236 shares
    Change vs previous 13F -307 shares

    0.29% of the 13F portfolio, value $2,631,875.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 5,543 shares
    Change vs previous 13F -1,017 shares

    0.33% of the 13F portfolio, value $2,786,688.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 6,560 shares
    Change vs previous 13F +1,045 shares

    0.46% of the 13F portfolio, value $3,186,651.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 5,515 shares
    Change vs previous 13F +748 shares

    0.46% of the 13F portfolio, value $2,937,179.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 4,767 shares
    Change vs previous 13F -527 shares

    0.35% of the 13F portfolio, value $2,160,786.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 5,294 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,436,616.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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