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KELLEHER FINANCIAL ADVISORS: BRK-B position timeline

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

KELLEHER FINANCIAL ADVISORS held 28,121 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,121 shares
    Change vs previous 13F +7,651 shares

    2% of the 13F portfolio, value $14,071,342.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 20,470 shares
    Change vs previous 13F +2,169 shares

    2.5% of the 13F portfolio, value $9,858,484.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 18,301 shares
    Change vs previous 13F -3,474 shares

    2.11% of the 13F portfolio, value $9,198,956.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 21,775 shares
    Change vs previous 13F -1,742 shares

    2.73% of the 13F portfolio, value $10,947,122.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    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 23,517 shares
    Change vs previous 13F -1,567 shares

    3.96% of the 13F portfolio, value $11,423,640.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
    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 25,084 shares
    Change vs previous 13F -4,939 shares

    5.32% of the 13F portfolio, value $13,359,005.

    13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
    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 30,023 shares
    Change vs previous 13F +21 shares

    5.14% of the 13F portfolio, value $13,608,874.

    13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
    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 30,002 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $13,808,771.

    13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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