Nvest Financial, LLC: BRK-B position timeline

Nvest Financial, LLC held 14,567 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,567 shares

   Change vs previous 13F +60 shares

   2.3% of the 13F portfolio, value $7,289,080.

   13F-HR 0001951757-26-001090 filed by Nvest Financial, LLC
   Filed 2026-07-30 (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 14,507 shares

   Change vs previous 13F +428 shares

   2.59% of the 13F portfolio, value $6,951,640.

   13F-HR 0001951757-26-000748 filed by Nvest Financial, LLC
   Filed 2026-04-28 (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 14,079 shares

   Change vs previous 13F +4,578 shares

   2.94% of the 13F portfolio, value $7,076,690.

   13F-HR 0001951757-26-000418 filed by Nvest Financial, LLC
   Filed 2026-02-10 (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 9,501 shares

   Change vs previous 13F -3,049 shares

   2.74% of the 13F portfolio, value $4,776,431.

   13F-HR 0001951757-25-001414 filed by Nvest Financial, LLC
   Filed 2025-11-13 (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 12,550 shares

   Change vs previous 13F -93 shares

   3.18% of the 13F portfolio, value $6,096,452.

   13F-HR 0001085146-25-004208 filed by Nvest Financial, LLC
   Filed 2025-07-28 (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 12,643 shares

   Change vs previous 13F -289 shares

   3.6% of the 13F portfolio, value $6,733,452.

   13F-HR 0001085146-25-002281 filed by Nvest Financial, LLC
   Filed 2025-04-23 (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 12,932 shares

   Change vs previous 13F -182 shares

   2.98% of the 13F portfolio, value $5,861,853.

   13F-HR 0001085146-25-000413 filed by Nvest Financial, LLC
   Filed 2025-01-23 (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 13,114 shares

   Change vs previous 13F not available

   3.44% of the 13F portfolio, value $6,035,886.

   13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
   Filed 2024-10-09 (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).