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SHELTON CAPITAL MANAGEMENT: BRK-B position timeline

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

SHELTON CAPITAL MANAGEMENT held 62,082 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,082 shares
    Change vs previous 13F +6,776 shares

    0.58% of the 13F portfolio, value $31,065,212.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 55,306 shares
    Change vs previous 13F -8,553 shares

    0.58% of the 13F portfolio, value $26,502,635.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 63,859 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $32,098,726.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 63,859 shares
    Change vs previous 13F +10,772 shares

    0.69% of the 13F portfolio, value $32,104,474.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 53,087 shares
    Change vs previous 13F -192 shares

    0.59% of the 13F portfolio, value $25,788,072.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 53,279 shares
    Change vs previous 13F +130 shares

    0.68% of the 13F portfolio, value $28,375,330.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 53,149 shares
    Change vs previous 13F +4,906 shares

    0.6% of the 13F portfolio, value $24,091,379.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    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 48,243 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $22,204,323.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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