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NEOS Investment Management LLC: BRK-B position timeline

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

NEOS Investment Management LLC held 298,468 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,468 shares
    Change vs previous 13F +27,873 shares

    0.55% of the 13F portfolio, value $149,350,402.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    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 270,595 shares
    Change vs previous 13F +28,883 shares

    0.66% of the 13F portfolio, value $129,669,124.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    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 241,712 shares
    Change vs previous 13F +39,595 shares

    0.7% of the 13F portfolio, value $121,496,536.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    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 202,117 shares
    Change vs previous 13F +56,364 shares

    0.76% of the 13F portfolio, value $101,612,301.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    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 145,753 shares
    Change vs previous 13F +27,179 shares

    0.88% of the 13F portfolio, value $70,802,435.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    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 118,574 shares
    Change vs previous 13F +22,512 shares

    1.2% of the 13F portfolio, value $63,150,141.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    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 96,062 shares
    Change vs previous 13F +19,269 shares

    1.03% of the 13F portfolio, value $43,542,983.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    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 76,793 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $35,344,746.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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