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Roundview Capital LLC: BRK-B position timeline

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

Roundview Capital LLC held 120,454 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,454 shares
    Change vs previous 13F -10,015 shares

    3.3% of the 13F portfolio, value $60,273,978.

    13F-HR 0001476804-26-000010 filed by Roundview 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 ended2026-03-31
    13F 130,469 shares
    Change vs previous 13F -14,485 shares

    3.89% of the 13F portfolio, value $62,520,745.

    13F-HR 0001476804-26-000005 filed by Roundview 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 ended2025-12-31
    13F 144,954 shares
    Change vs previous 13F -703 shares

    4.48% of the 13F portfolio, value $72,861,129.

    13F-HR 0001476804-26-000003 filed by Roundview 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 ended2025-09-30
    13F 145,657 shares
    Change vs previous 13F -4,059 shares

    4.63% of the 13F portfolio, value $73,227,601.

    13F-HR 0001476804-25-000013 filed by Roundview 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 ended2025-06-30
    13F 149,716 shares
    Change vs previous 13F -2,867 shares

    4.86% of the 13F portfolio, value $72,727,542.

    13F-HR 0001476804-25-000010 filed by Roundview 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 ended2025-03-31
    13F 152,583 shares
    Change vs previous 13F -2,894 shares

    5.86% of the 13F portfolio, value $81,262,655.

    13F-HR 0001476804-25-000004 filed by Roundview 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 ended2024-12-31
    13F 155,477 shares
    Change vs previous 13F +224 shares

    4.92% of the 13F portfolio, value $70,474,615.

    13F-HR 0001476804-25-000002 filed by Roundview 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 ended2024-09-30
    13F 155,253 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $71,456,746.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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