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Trail Ridge Investment Advisors, LLC: BRK-B position timeline

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

Trail Ridge Investment Advisors, LLC held 4,513 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,513 shares
    Change vs previous 13F -184 shares

    0.95% of the 13F portfolio, value $2,258,260.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment Advisors, 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 4,697 shares
    Change vs previous 13F +58 shares

    0.98% of the 13F portfolio, value $2,250,802.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment Advisors, 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 4,639 shares
    Change vs previous 13F +143 shares

    1% of the 13F portfolio, value $2,331,793.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment Advisors, 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 4,496 shares
    Change vs previous 13F +30 shares

    1.01% of the 13F portfolio, value $2,260,319.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment Advisors, 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 4,466 shares
    Change vs previous 13F -46 shares

    1.01% of the 13F portfolio, value $2,107,416.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment Advisors, 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 4,512 shares
    Change vs previous 13F -582 shares

    1.24% of the 13F portfolio, value $2,403,001.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment Advisors, 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 5,094 shares
    Change vs previous 13F +10 shares

    1.1% of the 13F portfolio, value $2,309,008.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment Advisors, 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 5,084 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,341,741.

    13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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