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Sandy Cove Advisors, LLC: BRK-B position timeline

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

Sandy Cove Advisors, LLC held 36,002 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,002 shares
    Change vs previous 13F -6,426 shares

    4.51% of the 13F portfolio, value $18,015,052.

    13F-HR 0001172661-26-002505 filed by Sandy Cove 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 ended2026-03-31
    13F 42,428 shares
    Change vs previous 13F +1,949 shares

    6.09% of the 13F portfolio, value $20,331,508.

    13F-HR 0001172661-26-001597 filed by Sandy Cove 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 ended2025-12-31
    13F 40,479 shares
    Change vs previous 13F +14,369 shares

    6.03% of the 13F portfolio, value $20,346,780.

    13F-HR 0001172661-26-000539 filed by Sandy Cove 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 ended2025-09-30
    13F 26,110 shares
    Change vs previous 13F +1,173 shares

    4.2% of the 13F portfolio, value $13,126,552.

    13F-HR 0001172661-25-004355 filed by Sandy Cove 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 ended2025-06-30
    13F 24,937 shares
    Change vs previous 13F +997 shares

    4.38% of the 13F portfolio, value $12,113,657.

    13F-HR 0001172661-25-002497 filed by Sandy Cove 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 ended2025-03-31
    13F 23,940 shares
    Change vs previous 13F +5,341 shares

    5.12% of the 13F portfolio, value $12,749,893.

    13F-HR 0001172661-25-001682 filed by Sandy Cove 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 ended2024-12-31
    13F 18,599 shares
    Change vs previous 13F +691 shares

    3.31% of the 13F portfolio, value $8,430,742.

    13F-HR 0001172661-25-000196 filed by Sandy Cove 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 ended2024-09-30
    13F 17,908 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $8,242,336.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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