Stonegate Investment Group, LLC: BRK-B position timeline

Stonegate Investment Group, LLC held 293,437 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 293,437 shares

   Change vs previous 13F -3,885 shares

   3.43% of the 13F portfolio, value $147,522,357.

   13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 297,322 shares

   Change vs previous 13F +371 shares

   3.63% of the 13F portfolio, value $144,430,263.

   13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 296,951 shares

   Change vs previous 13F +7,378 shares

   4.23% of the 13F portfolio, value $158,150,334.

   13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 289,573 shares

   Change vs previous 13F -1,975 shares

   3.5% of the 13F portfolio, value $131,257,853.

   13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 291,548 shares

   Change vs previous 13F +3,922 shares

   3.54% of the 13F portfolio, value $134,188,090.

   13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 287,626 shares

   Change vs previous 13F +6,247 shares

   3.39% of the 13F portfolio, value $117,006,440.

   13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 281,379 shares

   Change vs previous 13F +2,604 shares

   3.71% of the 13F portfolio, value $118,325,686.

   13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
   Filed 2024-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 278,775 shares

   Change vs previous 13F not available

   3.29% of the 13F portfolio, value $99,427,892.

   13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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