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Trinity Financial Advisors LLC: BRK-B position timeline

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

Trinity Financial Advisors LLC held 37,950 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,950 shares
    Change vs previous 13F -3,297 shares

    4.86% of the 13F portfolio, value $18,897,307.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,247 shares
    Change vs previous 13F -678 shares

    5.3% of the 13F portfolio, value $20,639,586.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 ended2026-03-31
    13F 41,925 shares
    Change vs previous 13F +558 shares

    5.72% of the 13F portfolio, value $20,090,460.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 ended2025-12-31
    13F 41,367 shares
    Change vs previous 13F -186 shares

    5.82% of the 13F portfolio, value $20,793,123.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 ended2025-09-30
    13F 41,553 shares
    Change vs previous 13F -359 shares

    6.03% of the 13F portfolio, value $20,890,355.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 ended2025-06-30
    13F 41,912 shares
    Change vs previous 13F +39 shares

    6.23% of the 13F portfolio, value $20,359,592.

    13F-HR 0001809574-25-000007 filed by Trinity Financial 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 ended2025-03-31
    13F/A 41,873 shares
    Change vs previous 13F +1,697 shares

    8% of the 13F portfolio, value $22,199,390.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial 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 ended2024-12-31
    13F 40,176 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $18,123,394.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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