Skip to content
Disclosery

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on BRK-B, newest first. How the timeline and the estimate are built.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 240,375 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,375 shares
    Change vs previous 13F +7,272 shares

    1.17% of the 13F portfolio, value $120,281,151.

    13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 233,103 shares
    Change vs previous 13F +14,902 shares

    1.12% of the 13F portfolio, value $111,866,057.

    13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 218,201 shares
    Change vs previous 13F +5,601 shares

    0.94% of the 13F portfolio, value $103,573,355.

    13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 212,600 shares
    Change vs previous 13F -353 shares

    0.91% of the 13F portfolio, value $104,207,903.

    13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 212,953 shares
    Change vs previous 13F -6,938 shares

    0.91% of the 13F portfolio, value $103,446,074.

    13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 219,891 shares
    Change vs previous 13F +3,245 shares

    1.13% of the 13F portfolio, value $115,840,656.

    13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 216,646 shares
    Change vs previous 13F +332 shares

    0.88% of the 13F portfolio, value $102,841,777.

    13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    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 216,314 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $99,021,967.

    13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
    Filed (acceptance time not in the bulk data set), ingested

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