Skip to content
Disclosery

SWEENEY & MICHEL, LLC: BRK-B position timeline

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

SWEENEY & MICHEL, LLC held 20,005 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,005 shares
    Change vs previous 13F -159 shares

    2.74% of the 13F portfolio, value $10,438,483.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 20,164 shares
    Change vs previous 13F +10 shares

    2.85% of the 13F portfolio, value $9,682,551.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 20,154 shares
    Change vs previous 13F +80 shares

    2.97% of the 13F portfolio, value $10,077,403.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 20,074 shares
    Change vs previous 13F +25 shares

    3.3% of the 13F portfolio, value $9,818,796.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 20,049 shares
    Change vs previous 13F -53 shares

    3.39% of the 13F portfolio, value $9,540,517.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 20,102 shares
    Change vs previous 13F -361 shares

    4.33% of the 13F portfolio, value $9,903,049.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 20,463 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $9,511,202.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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