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Disclosery

STUART INVESTMENT ADVISORS, INC.: BRK-B position timeline

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

STUART INVESTMENT ADVISORS, INC. held 6,058 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,058 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $3,031,363.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, 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 6,058 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,902,994.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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