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PacWest Financial Management Inc: BRK-B position timeline

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

PacWest Financial Management Inc held 15,390 BRK-B shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 15,390 shares
    Change vs previous 13F -372 shares

    1.49% of the 13F portfolio, value $25,082,000.

    13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 15,762 shares
    Change vs previous 13F -427 shares

    1.39% of the 13F portfolio, value $2,277,000.

    13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 16,189 shares
    Change vs previous 13F -1,487 shares

    1.46% of the 13F portfolio, value $2,344,000.

    13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 17,676 shares
    Change vs previous 13F -4,683 shares

    1.61% of the 13F portfolio, value $2,507,000.

    13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 22,359 shares
    Change vs previous 13F +1,655 shares

    1.98% of the 13F portfolio, value $2,952,000.

    13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 20,704 shares
    Change vs previous 13F +335 shares

    2% of the 13F portfolio, value $2,700,000.

    13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 20,369 shares
    Change vs previous 13F -20 shares

    1.95% of the 13F portfolio, value $2,772,000.

    13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 20,389 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,943,000.

    13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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