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Disclosery

Invst, LLC: BRK-B position timeline

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

Invst, LLC held 4,284 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 4,284 shares
    Change vs previous 13F +463 shares

    0.21% of the 13F portfolio, value $2,143,671.

    13F-HR 0001867587-26-000005 filed by Invst, 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 3,821 shares
    Change vs previous 13F -442 shares

    0.21% of the 13F portfolio, value $1,831,023.

    13F-HR 0001867587-26-000004 filed by Invst, 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 4,263 shares
    Change vs previous 13F -372 shares

    0.23% of the 13F portfolio, value $2,142,797.

    13F-HR 0001867587-26-000002 filed by Invst, 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 4,635 shares
    Change vs previous 13F -67 shares

    0.26% of the 13F portfolio, value $2,330,200.

    13F-HR 0001867587-26-000001 filed by Invst, 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 4,702 shares
    Change vs previous 13F -274 shares

    0.28% of the 13F portfolio, value $2,284,091.

    13F-HR 0001867587-25-000005 filed by Invst, 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 4,976 shares
    Change vs previous 13F -1,584 shares

    0.36% of the 13F portfolio, value $2,650,118.

    13F-HR 0001867587-25-000003 filed by Invst, 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 6,560 shares
    Change vs previous 13F +117 shares

    0.36% of the 13F portfolio, value $2,973,517.

    13F-HR 0001867587-25-000002 filed by Invst, 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 6,443 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,965,455.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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