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PANORAMIC INVESTMENT ADVISORS, LLC: BRK-B position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 5,842 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,842 shares
    Change vs previous 13F -100 shares

    1.4% of the 13F portfolio, value $2,923,278.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT 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 5,942 shares
    Change vs previous 13F -241 shares

    1.54% of the 13F portfolio, value $2,847,406.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT 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 6,183 shares
    Change vs previous 13F -78 shares

    1.69% of the 13F portfolio, value $3,107,885.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT 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 6,261 shares
    Change vs previous 13F +141 shares

    1.77% of the 13F portfolio, value $3,147,655.

    13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT 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 6,120 shares
    Change vs previous 13F -168 shares

    1.83% of the 13F portfolio, value $2,972,912.

    13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT 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 6,288 shares
    Change vs previous 13F +663 shares

    2.26% of the 13F portfolio, value $3,348,863.

    13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT 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 5,625 shares
    Change vs previous 13F +587 shares

    1.66% of the 13F portfolio, value $2,549,700.

    13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT 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 5,038 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,318,790.

    13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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