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Disclosery

Sierra Legacy Group: BRK-B position timeline

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

Sierra Legacy Group held 13,202 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,202 shares
    Change vs previous 13F +1,576 shares

    5.12% of the 13F portfolio, value $6,606,149.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 11,626 shares
    Change vs previous 13F +77 shares

    4.25% of the 13F portfolio, value $5,571,179.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 11,549 shares
    Change vs previous 13F 0 shares

    4.26% of the 13F portfolio, value $5,805,105.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 11,549 shares
    Change vs previous 13F -53 shares

    4.3% of the 13F portfolio, value $5,806,144.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 11,602 shares
    Change vs previous 13F -25 shares

    4.37% of the 13F portfolio, value $5,635,904.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 11,627 shares
    Change vs previous 13F 0 shares

    5.65% of the 13F portfolio, value $6,192,308.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 11,627 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $5,270,287.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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