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Lumbard & Kellner, LLC: BRK-B position timeline

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

Lumbard & Kellner, LLC held 4,419 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 4,419 shares
    Change vs previous 13F +124 shares

    0.67% of the 13F portfolio, value $2,211,223.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, LLC
    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 4,295 shares
    Change vs previous 13F +144 shares

    0.71% of the 13F portfolio, value $2,058,164.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, LLC
    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 4,151 shares
    Change vs previous 13F +89 shares

    0.73% of the 13F portfolio, value $2,086,500.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,062 shares
    Change vs previous 13F +1,021 shares

    0.75% of the 13F portfolio, value $2,042,130.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,041 shares
    Change vs previous 13F -44 shares

    0.64% of the 13F portfolio, value $1,477,227.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,085 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,643,009.

    13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, LLC
    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 3,085 shares
    Change vs previous 13F -7 shares

    0.6% of the 13F portfolio, value $1,398,369.

    13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,092 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,423,124.

    13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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