Skip to content
Disclosery

Stephenson & Company, Inc.: BRK-B position timeline

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

Stephenson & Company, Inc. held 58,177 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 58,177 shares
    Change vs previous 13F +3,891 shares

    13.64% of the 13F portfolio, value $29,111,189.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 54,286 shares
    Change vs previous 13F +1,789 shares

    14.1% of the 13F portfolio, value $26,013,851.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 52,497 shares
    Change vs previous 13F +1,599 shares

    14.49% of the 13F portfolio, value $26,387,617.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 50,898 shares
    Change vs previous 13F +469 shares

    14.7% of the 13F portfolio, value $25,588,461.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 50,429 shares
    Change vs previous 13F -135 shares

    14.88% of the 13F portfolio, value $24,496,895.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 50,564 shares
    Change vs previous 13F +87 shares

    17.5% of the 13F portfolio, value $26,929,375.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, 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 50,477 shares
    Change vs previous 13F +869 shares

    15.4% of the 13F portfolio, value $22,880,215.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, 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 49,608 shares
    Change vs previous 13F not available

    15.45% of the 13F portfolio, value $22,832,578.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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