MCDONALD PARTNERS LLC: BRK-B position timeline

MCDONALD PARTNERS LLC held 17,185 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,185 shares

   Change vs previous 13F -656 shares

   2.09% of the 13F portfolio, value $8,599,202.

   13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,841 shares

   Change vs previous 13F -355 shares

   2.04% of the 13F portfolio, value $8,645,247.

   13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,196 shares

   Change vs previous 13F -628 shares

   2.88% of the 13F portfolio, value $9,146,229.

   13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,824 shares

   Change vs previous 13F -143 shares

   2.82% of the 13F portfolio, value $9,463,586.

   13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,967 shares

   Change vs previous 13F -548 shares

   2.21% of the 13F portfolio, value $9,213,605.

   13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 19,515 shares

   Change vs previous 13F +166 shares

   2.71% of the 13F portfolio, value $10,393,299.

   13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 19,349 shares

   Change vs previous 13F -45 shares

   2.24% of the 13F portfolio, value $8,770,515.

   13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 19,394 shares

   Change vs previous 13F not available

   2.23% of the 13F portfolio, value $8,926,282.

   13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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