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Stephens Consulting, LLC: BRK-B position timeline

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

Stephens Consulting, LLC held 17,888 BRK-B shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 17,888 shares
    Change vs previous 13F -179 shares

    2.91% of the 13F portfolio, value $8,991,404.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 18,067 shares
    Change vs previous 13F -220 shares

    3.13% of the 13F portfolio, value $9,083,004.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 18,287 shares
    Change vs previous 13F -255 shares

    2.12% of the 13F portfolio, value $8,883,276.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 18,542 shares
    Change vs previous 13F +344 shares

    2.48% of the 13F portfolio, value $9,875,099.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 18,198 shares
    Change vs previous 13F -18 shares

    2.07% of the 13F portfolio, value $8,248,790.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 18,216 shares
    Change vs previous 13F -151 shares

    2.15% of the 13F portfolio, value $8,384,097.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 18,367 shares
    Change vs previous 13F +2,159 shares

    2.13% of the 13F portfolio, value $7,471,696.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 16,208 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $6,815,789.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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