InvesTrust: BRK-B position timeline

InvesTrust held 408 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 408 shares

   Change vs previous 13F -42 shares

   0.08% of the 13F portfolio, value $204,159.

   13F-HR 0002050848-26-000003 filed by InvesTrust
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 450 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $215,640.

   13F-HR 0002050848-26-000002 filed by InvesTrust
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 450 shares

   Change vs previous 13F -15 shares

   0.09% of the 13F portfolio, value $226,192.

   13F-HR 0002050848-26-000001 filed by InvesTrust
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 465 shares

   Change vs previous 13F -40 shares

   0.09% of the 13F portfolio, value $233,774.

   13F-HR 0002050848-25-000007 filed by InvesTrust
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 505 shares

   Change vs previous 13F -53 shares

   0.09% of the 13F portfolio, value $245,314.

   13F-HR 0002050848-25-000003 filed by InvesTrust
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 558 shares

   Change vs previous 13F -50 shares

   0.08% of the 13F portfolio, value $297,180.

   13F-HR 0002050848-25-000002 filed by InvesTrust
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 608 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $274,929.

   13F-HR 0002050848-25-000001 filed by InvesTrust
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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