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PRIVATE CLIENT SERVICES, LLC: BRK-B position timeline

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

PRIVATE CLIENT SERVICES, LLC held 1,496 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,496 shares
    Change vs previous 13F +55 shares

    0.2% of the 13F portfolio, value $744,933.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,441 shares
    Change vs previous 13F +348 shares

    0.19% of the 13F portfolio, value $721,062.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,093 shares
    Change vs previous 13F -139 shares

    0.16% of the 13F portfolio, value $523,766.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,232 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $619,265.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,224 shares
    Change vs previous 13F -2,150 shares

    0.21% of the 13F portfolio, value $615,354.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,374 shares
    Change vs previous 13F +976 shares

    0.64% of the 13F portfolio, value $1,638,988.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,398 shares
    Change vs previous 13F +70 shares

    0.63% of the 13F portfolio, value $1,277,127.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,328 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,055,236.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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