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Disclosery

Stiles Financial Services Inc: BRK-B position timeline

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

Stiles Financial Services Inc held 17,224 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,224 shares
    Change vs previous 13F +603 shares

    2.16% of the 13F portfolio, value $8,618,799.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services 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 16,621 shares
    Change vs previous 13F +239 shares

    2.43% of the 13F portfolio, value $7,964,861.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services 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 16,382 shares
    Change vs previous 13F +174 shares

    2.54% of the 13F portfolio, value $8,234,494.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services 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 16,208 shares
    Change vs previous 13F +1,124 shares

    2.57% of the 13F portfolio, value $8,148,492.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services 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 15,084 shares
    Change vs previous 13F +136 shares

    2.53% of the 13F portfolio, value $7,328,420.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services 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 14,948 shares
    Change vs previous 13F -49 shares

    3.06% of the 13F portfolio, value $7,962,175.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services 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 14,997 shares
    Change vs previous 13F +33 shares

    2.46% of the 13F portfolio, value $6,798,817.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services 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 14,964 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,888,339.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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