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MATRIX ASSET ADVISORS INC/NY: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on BRK-B, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 12,645 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,645 shares
    Change vs previous 13F +1,000 shares

    0.52% of the 13F portfolio, value $6,296,578.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,645 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $5,827,042.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 11,595 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $5,556,324.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    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 11,595 shares
    Change vs previous 13F -6 shares

    0.52% of the 13F portfolio, value $5,828,227.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    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 11,601 shares
    Change vs previous 13F +10 shares

    0.54% of the 13F portfolio, value $5,832,287.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    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/A 11,591 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $5,630,560.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    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 11,591 shares
    Change vs previous 13F -976 shares

    0.68% of the 13F portfolio, value $6,173,135.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    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 12,567 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,696,370.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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