Smart Money Group LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smart Money Group LLC on BRK-B, newest first. How the timeline and the estimate are built.
Smart Money Group LLC held 4,328 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,328 sharesChange vs previous 13F +187 shares
0.56% of the 13F portfolio, value $2,165,857.
13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,141 sharesChange vs previous 13F +198 shares
0.58% of the 13F portfolio, value $1,984,367.
13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,943 sharesChange vs previous 13F +13 shares
0.58% of the 13F portfolio, value $1,981,949.
13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,930 sharesChange vs previous 13F +81 shares
0.59% of the 13F portfolio, value $1,975,768.
13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,849 sharesChange vs previous 13F +269 shares
0.59% of the 13F portfolio, value $1,869,729.
13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,580 sharesChange vs previous 13F +351 shares
0.65% of the 13F portfolio, value $1,906,636.
13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,229 sharesChange vs previous 13F +105 shares
0.51% of the 13F portfolio, value $1,463,641.
13F-HR 0001728866-25-000001 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,124 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,408,674.
13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).