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SAGE ADVISORS, LLC: BRK-B position timeline

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

SAGE ADVISORS, LLC held 9,763 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,763 shares
    Change vs previous 13F -412 shares

    3.25% of the 13F portfolio, value $4,907,372.

    13F-HR 0002085853-26-000031 filed by SAGE 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 ended2025-09-30
    13F 10,175 shares
    Change vs previous 13F -180 shares

    3.67% of the 13F portfolio, value $5,115,380.

    13F-HR 0002085853-25-000130 filed by SAGE 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 ended2025-06-30
    13F 10,355 shares
    Change vs previous 13F +1,034 shares

    3.59% of the 13F portfolio, value $5,030,148.

    13F-HR 0001667731-25-000989 filed by SAGE 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 ended2025-03-31
    13F 9,321 shares
    Change vs previous 13F +128 shares

    3.49% of the 13F portfolio, value $4,964,178.

    13F-HR 0001667731-25-000532 filed by SAGE 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 ended2024-12-31
    13F 9,193 shares
    Change vs previous 13F +294 shares

    3.11% of the 13F portfolio, value $4,167,003.

    13F-HR 0001667731-25-000175 filed by SAGE 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 ended2024-09-30
    13F 8,899 shares
    Change vs previous 13F +1,111 shares

    3.23% of the 13F portfolio, value $4,095,854.

    13F-HR 0002032121-24-000004 filed by SAGE 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 ended2024-06-30
    13F 7,788 shares
    Change vs previous 13F +305 shares

    2.58% of the 13F portfolio, value $3,168,158.

    13F-HR 0002032121-24-000003 filed by SAGE 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 ended2024-03-31
    13F 7,483 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $3,146,751.

    13F-HR 0002032121-24-000002 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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