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Pinion Investment Advisors, LLC: BRK-B position timeline

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

Pinion Investment Advisors, LLC held 9,910 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,910 shares
    Change vs previous 13F +597 shares

    0.94% of the 13F portfolio, value $4,958,865.

    13F-HR 0001738738-26-000005 filed by Pinion 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 9,313 shares
    Change vs previous 13F -438 shares

    1.04% of the 13F portfolio, value $4,462,790.

    13F-HR 0001738738-26-000002 filed by Pinion 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 9,751 shares
    Change vs previous 13F +3,156 shares

    1.2% of the 13F portfolio, value $4,901,340.

    13F-HR 0001738738-26-000001 filed by Pinion 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 6,595 shares
    Change vs previous 13F -3,355 shares

    0.89% of the 13F portfolio, value $3,245,400.

    13F-HR 0001738738-25-000006 filed by Pinion 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 9,950 shares
    Change vs previous 13F -12,360 shares

    1.67% of the 13F portfolio, value $4,833,412.

    13F-HR 0001738738-25-000004 filed by Pinion 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 22,310 shares
    Change vs previous 13F +10,056 shares

    2.62% of the 13F portfolio, value $11,881,860.

    13F-HR 0001738738-25-000003 filed by Pinion 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 12,254 shares
    Change vs previous 13F -879 shares

    2.21% of the 13F portfolio, value $5,554,494.

    13F-HR 0001738738-25-000001 filed by Pinion 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 13,133 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,044,595.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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