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Disclosery

Legacy Trust: BRK-B position timeline

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

Legacy Trust held 4,052 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,052 shares
    Change vs previous 13F -589 shares

    0.36% of the 13F portfolio, value $2,027,580.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 4,641 shares
    Change vs previous 13F -267 shares

    0.43% of the 13F portfolio, value $2,223,967.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 4,908 shares
    Change vs previous 13F +120 shares

    0.46% of the 13F portfolio, value $2,467,006.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 4,788 shares
    Change vs previous 13F +878 shares

    0.47% of the 13F portfolio, value $2,407,119.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 3,910 shares
    Change vs previous 13F -65 shares

    0.47% of the 13F portfolio, value $1,899,361.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 3,975 shares
    Change vs previous 13F +90 shares

    0.51% of the 13F portfolio, value $2,117,006.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 3,885 shares
    Change vs previous 13F -301 shares

    0.41% of the 13F portfolio, value $1,760,993.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 4,186 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,926,648.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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