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Summit Financial Strategies, Inc.: BRK-B position timeline

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

Summit Financial Strategies, Inc. held 23,656 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,656 shares
    Change vs previous 13F -1,198 shares

    0.82% of the 13F portfolio, value $11,779,734.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,854 shares
    Change vs previous 13F -505 shares

    0.87% of the 13F portfolio, value $12,436,923.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    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 25,359 shares
    Change vs previous 13F -650 shares

    0.96% of the 13F portfolio, value $12,152,253.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,009 shares
    Change vs previous 13F -402 shares

    1.07% of the 13F portfolio, value $13,073,188.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,411 shares
    Change vs previous 13F +22 shares

    1.14% of the 13F portfolio, value $13,277,901.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,389 shares
    Change vs previous 13F -108 shares

    1.19% of the 13F portfolio, value $12,819,019.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,497 shares
    Change vs previous 13F -3,286 shares

    1.42% of the 13F portfolio, value $14,111,794.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,783 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $13,500,038.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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