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Disclosery

Summit Financial, LLC: BRK-B position timeline

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

Summit Financial, LLC held 170,686 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 170,686 shares
    Change vs previous 13F +4,198 shares

    0.94% of the 13F portfolio, value $85,409,743.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 166,488 shares
    Change vs previous 13F +5,749 shares

    1.02% of the 13F portfolio, value $79,781,180.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 160,739 shares
    Change vs previous 13F +410 shares

    1.19% of the 13F portfolio, value $80,795,344.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 160,329 shares
    Change vs previous 13F -940 shares

    1.23% of the 13F portfolio, value $80,604,019.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 161,269 shares
    Change vs previous 13F +13,345 shares

    1.77% of the 13F portfolio, value $78,339,435.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 147,924 shares
    Change vs previous 13F +105,739 shares

    2.21% of the 13F portfolio, value $78,781,364.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 42,185 shares
    Change vs previous 13F +8,359 shares

    0.67% of the 13F portfolio, value $19,121,390.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 33,826 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $15,568,596.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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