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MERITAGE PORTFOLIO MANAGEMENT: BRK-B position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 18,945 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,945 shares
    Change vs previous 13F +718 shares

    0.63% of the 13F portfolio, value $9,522,704.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 18,227 shares
    Change vs previous 13F -1,395 shares

    0.61% of the 13F portfolio, value $9,163,442.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 19,622 shares
    Change vs previous 13F -1,192 shares

    0.6% of the 13F portfolio, value $9,531,779.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 20,814 shares
    Change vs previous 13F +330 shares

    0.74% of the 13F portfolio, value $11,085,120.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 20,484 shares
    Change vs previous 13F -258 shares

    0.58% of the 13F portfolio, value $9,284,988.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 20,742 shares
    Change vs previous 13F -407 shares

    0.58% of the 13F portfolio, value $9,547,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 21,149 shares
    Change vs previous 13F -311 shares

    0.54% of the 13F portfolio, value $8,603,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 21,460 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $9,024,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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