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Disclosery

KMG FIDUCIARY PARTNERS, LLC: BRK-B position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 36,383 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,383 shares
    Change vs previous 13F -1,621 shares

    1.77% of the 13F portfolio, value $18,117,000.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,004 shares
    Change vs previous 13F -230 shares

    1.77% of the 13F portfolio, value $19,016,952.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,234 shares
    Change vs previous 13F +622 shares

    1.36% of the 13F portfolio, value $18,321,858.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,612 shares
    Change vs previous 13F +114 shares

    1.34% of the 13F portfolio, value $18,905,733.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,498 shares
    Change vs previous 13F +2,953 shares

    1.27% of the 13F portfolio, value $18,851,738.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,545 shares
    Change vs previous 13F +1,794 shares

    1.24% of the 13F portfolio, value $16,780,983.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,751 shares
    Change vs previous 13F +1,212 shares

    1.45% of the 13F portfolio, value $17,442,591.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,539 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $14,296,052.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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