S&CO INC: BRK-B position timeline

S&CO INC held 164,075 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 164,075 shares

   Change vs previous 13F 0 shares

   4.74% of the 13F portfolio, value $82,101,000.

   13F-HR 0001082461-26-000003 filed by S&CO INC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 164,075 shares

   Change vs previous 13F -155 shares

   4.88% of the 13F portfolio, value $78,624,000.

   13F-HR 0001082461-26-000002 filed by S&CO INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 164,230 shares

   Change vs previous 13F -734 shares

   5.13% of the 13F portfolio, value $82,550,000.

   13F-HR 0001082461-26-000001 filed by S&CO INC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 164,964 shares

   Change vs previous 13F -1,030 shares

   5.08% of the 13F portfolio, value $82,934,000.

   13F-HR 0001082461-25-000005 filed by S&CO INC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 165,994 shares

   Change vs previous 13F +373 shares

   5.17% of the 13F portfolio, value $80,634,000.

   13F-HR 0001082461-25-000003 filed by S&CO INC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 165,621 shares

   Change vs previous 13F -64 shares

   5.92% of the 13F portfolio, value $88,206,000.

   13F-HR 0001082461-25-000002 filed by S&CO INC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 165,685 shares

   Change vs previous 13F 0 shares

   5.1% of the 13F portfolio, value $75,101,000.

   13F-HR 0001082461-25-000001 filed by S&CO INC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 165,685 shares

   Change vs previous 13F not available

   4.98% of the 13F portfolio, value $76,258,000.

   13F-HR 0001082461-24-000005 filed by S&CO INC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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