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Disclosery

Kaye Capital Management: BRK-B position timeline

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

Kaye Capital Management held 8,699 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,699 shares
    Change vs previous 13F -278 shares

    1.62% of the 13F portfolio, value $4,225,518.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,977 shares
    Change vs previous 13F +439 shares

    1.95% of the 13F portfolio, value $4,780,876.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,538 shares
    Change vs previous 13F +236 shares

    1.76% of the 13F portfolio, value $3,870,237.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,302 shares
    Change vs previous 13F +110 shares

    1.53% of the 13F portfolio, value $3,821,226.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,192 shares
    Change vs previous 13F -25 shares

    1.4% of the 13F portfolio, value $3,332,636.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,217 shares
    Change vs previous 13F -93 shares

    1.51% of the 13F portfolio, value $3,455,547.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,310 shares
    Change vs previous 13F +21 shares

    1.38% of the 13F portfolio, value $3,092,602.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 8,289 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,903,749.

    13F-HR 0001085146-23-004123 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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