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NewEdge Advisors, LLC: BRK-B position timeline

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

NewEdge Advisors, LLC held 668,204 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 668,204 shares
    Change vs previous 13F +4,322 shares

    1% of the 13F portfolio, value $334,362,840.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 663,882 shares
    Change vs previous 13F +39,132 shares

    1.09% of the 13F portfolio, value $300,360,603.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 624,750 shares
    Change vs previous 13F +309,164 shares

    1.14% of the 13F portfolio, value $314,030,526.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 315,586 shares
    Change vs previous 13F -12,257 shares

    0.72% of the 13F portfolio, value $158,657,710.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 327,843 shares
    Change vs previous 13F -10,509 shares

    0.78% of the 13F portfolio, value $151,101,036.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 338,352 shares
    Change vs previous 13F +80,966 shares

    0.96% of the 13F portfolio, value $161,888,092.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 257,386 shares
    Change vs previous 13F +15,302 shares

    0.7% of the 13F portfolio, value $116,668,031.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 242,084 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $111,421,310.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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