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Disclosery

Sowell Financial Services LLC: BRK-B position timeline

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

Sowell Financial Services LLC held 61,173 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,173 shares
    Change vs previous 13F +1,415 shares

    1% of the 13F portfolio, value $30,610,187.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 59,758 shares
    Change vs previous 13F +1,264 shares

    1.06% of the 13F portfolio, value $28,635,870.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 58,494 shares
    Change vs previous 13F -29 shares

    1.08% of the 13F portfolio, value $29,401,963.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 58,523 shares
    Change vs previous 13F +2,176 shares

    1.13% of the 13F portfolio, value $29,421,837.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 56,347 shares
    Change vs previous 13F +674 shares

    1.11% of the 13F portfolio, value $27,371,620.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 55,673 shares
    Change vs previous 13F -498 shares

    1.35% of the 13F portfolio, value $29,650,559.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 56,171 shares
    Change vs previous 13F -11,801 shares

    1.34% of the 13F portfolio, value $25,461,151.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    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 67,972 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $31,285,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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