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Stegner Investment Associates Inc.: BRK-B position timeline

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

Stegner Investment Associates Inc. held 512 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 512 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $254,950.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 512 shares
    Change vs previous 13F +50 shares

    0.12% of the 13F portfolio, value $256,200.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 462 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $221,390.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 462 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $232,224.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 466 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $234,277.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 454 shares
    Change vs previous 13F -103 shares

    0.14% of the 13F portfolio, value $220,540.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 557 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $296,647.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 557 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $252,477.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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