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REGENTATLANTIC CAPITAL LLC: BRK-B position timeline

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

REGENTATLANTIC CAPITAL LLC held 113,359 BRK-B shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 113,359 shares
    Change vs previous 13F -727 shares

    0.91% of the 13F portfolio, value $30,269,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 114,086 shares
    Change vs previous 13F -262 shares

    1.03% of the 13F portfolio, value $31,148,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 114,348 shares
    Change vs previous 13F -2,959 shares

    1.14% of the 13F portfolio, value $40,355,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 117,307 shares
    Change vs previous 13F -8 shares

    0.98% of the 13F portfolio, value $35,075,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 117,315 shares
    Change vs previous 13F -1,357 shares

    0.97% of the 13F portfolio, value $32,020,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 118,672 shares
    Change vs previous 13F +1,102 shares

    1.01% of the 13F portfolio, value $32,981,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 117,570 shares
    Change vs previous 13F -2,122 shares

    1.01% of the 13F portfolio, value $30,036,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 119,692 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $27,753,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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