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Steward Partners Investment Advisory, LLC: BRK-B position timeline

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

Steward Partners Investment Advisory, LLC held 220,339 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,339 shares
    Change vs previous 13F -64,318 shares

    0.56% of the 13F portfolio, value $110,255,340.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 284,657 shares
    Change vs previous 13F +12,805 shares

    0.7% of the 13F portfolio, value $136,407,726.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 271,852 shares
    Change vs previous 13F +31,587 shares

    0.75% of the 13F portfolio, value $136,646,505.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 240,265 shares
    Change vs previous 13F +59,196 shares

    0.69% of the 13F portfolio, value $120,790,772.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    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 181,069 shares
    Change vs previous 13F +1,061 shares

    0.69% of the 13F portfolio, value $87,957,911.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    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 180,008 shares
    Change vs previous 13F -5,129 shares

    0.85% of the 13F portfolio, value $95,868,661.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 185,137 shares
    Change vs previous 13F +748 shares

    0.74% of the 13F portfolio, value $83,918,899.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 184,389 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $84,866,881.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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