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Successful Portfolios LLC: BRK-B position timeline

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

Successful Portfolios LLC held 780 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 780 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $393,194.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 780 shares
    Change vs previous 13F -75 shares

    0.18% of the 13F portfolio, value $386,026.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 855 shares
    Change vs previous 13F -877 shares

    0.22% of the 13F portfolio, value $407,283.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,732 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $864,441.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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