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Solitude Financial Services: BRK-B position timeline

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

Solitude Financial Services held 133,063 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,063 shares
    Change vs previous 13F +7,879 shares

    18.44% of the 13F portfolio, value $66,583,395.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 125,184 shares
    Change vs previous 13F +14,905 shares

    17.55% of the 13F portfolio, value $59,348,483.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 110,279 shares
    Change vs previous 13F +5,468 shares

    18.28% of the 13F portfolio, value $55,431,922.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 104,811 shares
    Change vs previous 13F +3,928 shares

    18.03% of the 13F portfolio, value $52,692,865.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 100,883 shares
    Change vs previous 13F +4,818 shares

    17.76% of the 13F portfolio, value $49,005,701.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 96,065 shares
    Change vs previous 13F +6,106 shares

    19.87% of the 13F portfolio, value $51,162,042.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 89,959 shares
    Change vs previous 13F -483 shares

    17.85% of the 13F portfolio, value $40,776,398.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 90,442 shares
    Change vs previous 13F not available

    17.77% of the 13F portfolio, value $41,626,614.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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