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Disclosery

McCarthy Asset Management, Inc.: BRK-B position timeline

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

McCarthy Asset Management, Inc. held 499 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499 shares
    Change vs previous 13F -41 shares

    0.12% of the 13F portfolio, value $249,695.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 540 shares
    Change vs previous 13F -69 shares

    0.14% of the 13F portfolio, value $271,431.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 609 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $306,169.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 622 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $302,149.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 661 shares
    Change vs previous 13F -6 shares

    0.25% of the 13F portfolio, value $352,035.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 667 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $302,338.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 667 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $306,993.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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