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Steele Capital Management, Inc.: BRK-B position timeline

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

Steele Capital Management, Inc. held 36,537 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,537 shares
    Change vs previous 13F -2,232 shares

    0.67% of the 13F portfolio, value $18,282,826.

    13F-HR 0001646695-26-000003 filed by Steele Capital 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 38,769 shares
    Change vs previous 13F +5,544 shares

    0.77% of the 13F portfolio, value $18,578,178.

    13F-HR 0001646695-26-000002 filed by Steele Capital 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 33,225 shares
    Change vs previous 13F -449 shares

    0.72% of the 13F portfolio, value $16,700,627.

    13F-HR 0001646695-26-000001 filed by Steele Capital 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 33,674 shares
    Change vs previous 13F -4,101 shares

    0.75% of the 13F portfolio, value $16,929,348.

    13F-HR 0001646695-25-000005 filed by Steele Capital 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 37,775 shares
    Change vs previous 13F +2,327 shares

    0.88% of the 13F portfolio, value $18,350,040.

    13F-HR 0001646695-25-000004 filed by Steele Capital 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 35,448 shares
    Change vs previous 13F +359 shares

    0.98% of the 13F portfolio, value $18,878,982.

    13F-HR 0001646695-25-000003 filed by Steele Capital 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 35,089 shares
    Change vs previous 13F -36 shares

    0.83% of the 13F portfolio, value $15,905,215.

    13F-HR 0001646695-25-000001 filed by Steele Capital 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 35,125 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $16,166,707.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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