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McAlister, Sweet & Associates, Inc.: BRK-B position timeline

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

McAlister, Sweet & Associates, Inc. held 1,163 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,163 shares
    Change vs previous 13F -51 shares

    0.37% of the 13F portfolio, value $579,116.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,214 shares
    Change vs previous 13F -269 shares

    0.32% of the 13F portfolio, value $607,473.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    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 1,483 shares
    Change vs previous 13F -10,240 shares

    0.44% of the 13F portfolio, value $710,654.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    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 11,723 shares
    Change vs previous 13F +5 shares

    4.47% of the 13F portfolio, value $5,892,566.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    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 11,718 shares
    Change vs previous 13F +389 shares

    3.89% of the 13F portfolio, value $5,891,107.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    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 11,329 shares
    Change vs previous 13F +13 shares

    4.88% of the 13F portfolio, value $5,503,288.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    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 11,316 shares
    Change vs previous 13F +77 shares

    4.56% of the 13F portfolio, value $6,026,675.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    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 11,239 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $5,094,414.

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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