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Disclosery

Optas, LLC: BRK-B position timeline

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

Optas, LLC held 7,994 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,994 shares
    Change vs previous 13F -174 shares

    0.56% of the 13F portfolio, value $4,000,117.

    13F-HR 0001802961-26-000004 filed by Optas, 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 8,168 shares
    Change vs previous 13F -498 shares

    0.59% of the 13F portfolio, value $3,914,104.

    13F-HR 0001802961-26-000002 filed by Optas, 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 8,666 shares
    Change vs previous 13F +519 shares

    0.68% of the 13F portfolio, value $4,355,965.

    13F-HR 0001802961-26-000001 filed by Optas, 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 8,147 shares
    Change vs previous 13F +164 shares

    0.7% of the 13F portfolio, value $4,095,822.

    13F-HR 0001802961-25-000004 filed by Optas, 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 7,983 shares
    Change vs previous 13F -675 shares

    0.74% of the 13F portfolio, value $3,877,901.

    13F-HR 0001085146-25-004086 filed by Optas, 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 8,658 shares
    Change vs previous 13F +358 shares

    0.8% of the 13F portfolio, value $4,611,075.

    13F-HR 0001085146-25-002171 filed by Optas, 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 8,300 shares
    Change vs previous 13F +414 shares

    0.81% of the 13F portfolio, value $3,762,225.

    13F-HR 0001085146-25-000492 filed by Optas, 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 7,886 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,629,610.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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