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Disclosery

Rockbridge Asset Management LLC: BRK-B position timeline

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

Rockbridge Asset Management LLC held 22,730 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,730 shares
    Change vs previous 13F -130 shares

    7.46% of the 13F portfolio, value $11,373,865.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset Management 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 22,860 shares
    Change vs previous 13F -1,519 shares

    7.39% of the 13F portfolio, value $10,954,512.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset Management 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 24,379 shares
    Change vs previous 13F 0 shares

    7.43% of the 13F portfolio, value $12,254,104.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset Management 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 24,379 shares
    Change vs previous 13F -1,509 shares

    7.23% of the 13F portfolio, value $12,256,298.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset Management 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 25,888 shares
    Change vs previous 13F -85 shares

    7.16% of the 13F portfolio, value $12,575,614.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset Management 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 25,973 shares
    Change vs previous 13F +111 shares

    8.46% of the 13F portfolio, value $13,832,967.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset Management 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 25,862 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $11,722,954.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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