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Richard Bernstein Advisors LLC: BRK-B position timeline

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

Richard Bernstein Advisors LLC held 6,772 BRK-B shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,772 shares
    Change vs previous 13F -1,484 shares

    0.09% of the 13F portfolio, value $3,245,142.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein 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 ended2025-12-31
    13F 8,256 shares
    Change vs previous 13F -3,258 shares

    0.12% of the 13F portfolio, value $4,149,878.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein 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 ended2025-09-30
    13F 11,514 shares
    Change vs previous 13F -12,116 shares

    0.17% of the 13F portfolio, value $5,788,549.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein 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 ended2025-06-30
    13F 23,630 shares
    Change vs previous 13F -3,160 shares

    0.28% of the 13F portfolio, value $11,478,743.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein 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 ended2025-03-31
    13F 26,790 shares
    Change vs previous 13F -1,468 shares

    0.35% of the 13F portfolio, value $14,267,818.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein 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 ended2024-12-31
    13F 28,258 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $12,808,786.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein 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 ended2024-09-30
    13F 28,258 shares
    Change vs previous 13F -1,725 shares

    0.28% of the 13F portfolio, value $13,006,027.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein 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 ended2024-06-30
    13F 29,983 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,197,085.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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