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Smith Asset Management Co., LLC: BRK-B position timeline

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

Smith Asset Management Co., LLC held 15,920 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,920 shares
    Change vs previous 13F +377 shares

    6.27% of the 13F portfolio, value $7,966,209.

    13F-HR 0001172661-26-002606 filed by Smith Asset Management Co., LLC
    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 15,543 shares
    Change vs previous 13F +598 shares

    6.39% of the 13F portfolio, value $7,448,206.

    13F-HR 0001172661-26-001992 filed by Smith Asset Management Co., LLC
    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 14,945 shares
    Change vs previous 13F +969 shares

    6.2% of the 13F portfolio, value $7,512,128.

    13F-HR 0001172661-26-001310 filed by Smith Asset Management Co., LLC
    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 13,976 shares
    Change vs previous 13F +1,045 shares

    6.01% of the 13F portfolio, value $7,053,418.

    13F-HR 0001172661-25-004559 filed by Smith Asset Management Co., LLC
    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 12,931 shares
    Change vs previous 13F -418 shares

    5.42% of the 13F portfolio, value $6,281,508.

    13F-HR 0001172661-25-004549 filed by Smith Asset Management Co., LLC
    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 13,349 shares
    Change vs previous 13F +856 shares

    6.7% of the 13F portfolio, value $7,109,416.

    13F-HR 0001172661-25-002417 filed by Smith Asset Management Co., LLC
    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 12,493 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $5,662,846.

    13F-HR 0001172661-25-002624 filed by Smith Asset Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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