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Shorepath Capital Management LLC: BRK-B position timeline

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

Shorepath Capital Management LLC held 15,735 BRK-B shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,735 shares
    Change vs previous 13F -684 shares

    6.3% of the 13F portfolio, value $7,643,591.

    13F-HR 0001376474-25-000694 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 16,419 shares
    Change vs previous 13F -568 shares

    6.6% of the 13F portfolio, value $8,744,431.

    13F-HR 0001376474-25-000337 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 16,987 shares
    Change vs previous 13F +86 shares

    5.51% of the 13F portfolio, value $7,699,867.

    13F-HR 0001376474-25-000066 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,901 shares
    Change vs previous 13F -1,223 shares

    5.7% of the 13F portfolio, value $7,778,854.

    13F-HR 0001376474-24-000679 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 18,124 shares
    Change vs previous 13F +121 shares

    5.67% of the 13F portfolio, value $7,372,843.

    13F-HR 0001376474-24-000441 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 18,003 shares
    Change vs previous 13F +479 shares

    5.98% of the 13F portfolio, value $7,570,622.

    13F-HR 0000909012-24-000045 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 17,524 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $6,250,110.

    13F-HR 0000909012-24-000043 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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