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Disclosery

SUMMITRY LLC: BRK-B position timeline

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

SUMMITRY LLC held 60,035 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,035 shares
    Change vs previous 13F +4,398 shares

    0.99% of the 13F portfolio, value $30,040,915.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 55,637 shares
    Change vs previous 13F +46,243 shares

    0.94% of the 13F portfolio, value $26,661,251.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 9,394 shares
    Change vs previous 13F -235 shares

    0.2% of the 13F portfolio, value $4,721,895.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 9,629 shares
    Change vs previous 13F +521 shares

    0.2% of the 13F portfolio, value $4,840,884.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 9,108 shares
    Change vs previous 13F -1,567 shares

    0.2% of the 13F portfolio, value $4,424,394.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 10,675 shares
    Change vs previous 13F -77,198 shares

    0.29% of the 13F portfolio, value $5,685,292.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 87,873 shares
    Change vs previous 13F -59,950 shares

    1.95% of the 13F portfolio, value $39,830,921.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 147,823 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $68,036,859.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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