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MOTCO: BRK-B position timeline

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

MOTCO held 2,671 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,671 shares
    Change vs previous 13F -178 shares

    0.11% of the 13F portfolio, value $1,336,542.

    13F-HR 0001306333-26-000006 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,849 shares
    Change vs previous 13F +211 shares

    0.13% of the 13F portfolio, value $1,365,241.

    13F-HR 0001306333-26-000004 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,638 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $1,325,991.

    13F-HR 0001306333-26-000002 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,658 shares
    Change vs previous 13F +200 shares

    0.12% of the 13F portfolio, value $1,336,283.

    13F-HR 0001306333-25-000009 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,458 shares
    Change vs previous 13F -704 shares

    0.11% of the 13F portfolio, value $1,159,882.

    13F-HR 0001306333-25-000006 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,162 shares
    Change vs previous 13F -53 shares

    0.18% of the 13F portfolio, value $1,684,018.

    13F-HR 0001306333-25-000004 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,215 shares
    Change vs previous 13F -1,158 shares

    0.15% of the 13F portfolio, value $1,457,295.

    13F-HR 0001306333-25-000002 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,373 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,012,717.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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