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MAI Capital Management: BRK-B position timeline

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

MAI Capital Management held 409,615 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,615 shares
    Change vs previous 13F +37,839 shares

    0.78% of the 13F portfolio, value $204,967,757.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 371,776 shares
    Change vs previous 13F +108,420 shares

    1.01% of the 13F portfolio, value $178,154,859.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 263,356 shares
    Change vs previous 13F +35,436 shares

    0.77% of the 13F portfolio, value $132,376,037.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 227,920 shares
    Change vs previous 13F +19,321 shares

    0.72% of the 13F portfolio, value $114,584,504.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 208,599 shares
    Change vs previous 13F +4,115 shares

    0.7% of the 13F portfolio, value $101,331,265.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 204,484 shares
    Change vs previous 13F -650 shares

    0.82% of the 13F portfolio, value $108,904,281.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 205,134 shares
    Change vs previous 13F +29,527 shares

    0.69% of the 13F portfolio, value $92,982,989.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 175,607 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $80,824,652.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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