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SC&H Financial Advisors, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 5,125 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,125 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,552,041.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,125 shares
    Change vs previous 13F +15 shares

    0.34% of the 13F portfolio, value $2,564,546.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,110 shares
    Change vs previous 13F +2,480 shares

    0.37% of the 13F portfolio, value $2,448,758.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,630 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $1,322,017.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,616 shares
    Change vs previous 13F -75 shares

    0.21% of the 13F portfolio, value $1,315,216.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,691 shares
    Change vs previous 13F +60 shares

    0.22% of the 13F portfolio, value $1,307,253.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,631 shares
    Change vs previous 13F +72 shares

    0.28% of the 13F portfolio, value $1,401,269.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,559 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,159,944.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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