Skip to content
Disclosery

Stack Financial Management, Inc: BRK-B position timeline

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

Stack Financial Management, Inc held 119,231 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,231 shares
    Change vs previous 13F +2 shares

    4.66% of the 13F portfolio, value $59,662,001.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 119,229 shares
    Change vs previous 13F +505 shares

    4.2% of the 13F portfolio, value $57,134,537.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 118,724 shares
    Change vs previous 13F -288 shares

    4.55% of the 13F portfolio, value $59,676,619.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 119,012 shares
    Change vs previous 13F -691 shares

    4.97% of the 13F portfolio, value $59,832,093.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 119,703 shares
    Change vs previous 13F -1,793 shares

    5.14% of the 13F portfolio, value $58,148,127.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 121,496 shares
    Change vs previous 13F -1,500 shares

    5.39% of the 13F portfolio, value $64,706,340.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 122,996 shares
    Change vs previous 13F -1,316 shares

    5.1% of the 13F portfolio, value $55,751,627.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 124,312 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $57,215,842.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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