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Disclosery

RFG Advisory, LLC: BRK-B position timeline

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

RFG Advisory, LLC held 24,222 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,222 shares
    Change vs previous 13F +89 shares

    0.19% of the 13F portfolio, value $12,120,584.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 24,133 shares
    Change vs previous 13F +1,061 shares

    0.21% of the 13F portfolio, value $11,564,403.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 23,072 shares
    Change vs previous 13F +366 shares

    0.22% of the 13F portfolio, value $11,597,060.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 22,706 shares
    Change vs previous 13F -1,286 shares

    0.24% of the 13F portfolio, value $11,415,279.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 23,992 shares
    Change vs previous 13F +147 shares

    0.27% of the 13F portfolio, value $11,654,804.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 23,845 shares
    Change vs previous 13F +3,095 shares

    0.34% of the 13F portfolio, value $12,699,309.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 20,750 shares
    Change vs previous 13F +1,096 shares

    0.27% of the 13F portfolio, value $9,405,749.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 19,654 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,046,074.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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