PATRICK M SWEENEY & ASSOCIATES, INC: BRK-B position timeline

PATRICK M SWEENEY & ASSOCIATES, INC held 3,535 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,535 shares

   Change vs previous 13F +26 shares

   1.02% of the 13F portfolio, value $1,768,879.

   13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-08-10 (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 3,509 shares

   Change vs previous 13F +8 shares

   1.08% of the 13F portfolio, value $1,681,513.

   13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-05-07 (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 3,501 shares

   Change vs previous 13F +24 shares

   1.1% of the 13F portfolio, value $1,759,778.

   13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-02-04 (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 3,477 shares

   Change vs previous 13F -15 shares

   1.13% of the 13F portfolio, value $1,748,027.

   13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-11-12 (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 3,492 shares

   Change vs previous 13F 0 shares

   1.17% of the 13F portfolio, value $1,693,620.

   13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-08-13 (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 3,492 shares

   Change vs previous 13F 0 shares

   1.39% of the 13F portfolio, value $1,859,769.

   13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-04-14 (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 3,492 shares

   Change vs previous 13F +30 shares

   1.19% of the 13F portfolio, value $1,582,854.

   13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-01-22 (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 3,462 shares

   Change vs previous 13F not available

   1.17% of the 13F portfolio, value $1,593,420.

   13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2024-10-22 (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).