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Verdence Capital Advisors LLC: BRK-B position timeline

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

Verdence Capital Advisors LLC held 17,125 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,125 shares
    Change vs previous 13F -1,491 shares

    0.45% of the 13F portfolio, value $8,569,252.

    13F-HR 0001719305-26-000004 filed by Verdence Capital 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 18,616 shares
    Change vs previous 13F -2,120 shares

    0.52% of the 13F portfolio, value $8,920,851.

    13F-HR 0001719305-26-000003 filed by Verdence Capital 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 20,736 shares
    Change vs previous 13F -148 shares

    0.62% of the 13F portfolio, value $10,423,018.

    13F-HR 0001719305-26-000002 filed by Verdence Capital 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 20,884 shares
    Change vs previous 13F -1,087 shares

    0.59% of the 13F portfolio, value $10,192,941.

    13F-HR 0001719305-25-000008 filed by Verdence Capital 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 21,971 shares
    Change vs previous 13F -1,505 shares

    0.73% of the 13F portfolio, value $10,672,940.

    13F-HR 0001719305-25-000005 filed by Verdence Capital 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 23,476 shares
    Change vs previous 13F +2,779 shares

    0.95% of the 13F portfolio, value $12,503,106.

    13F-HR 0001719305-25-000004 filed by Verdence Capital 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 20,697 shares
    Change vs previous 13F +242 shares

    0.75% of the 13F portfolio, value $9,381,558.

    13F-HR 0001719305-25-000002 filed by Verdence Capital 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 20,455 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $9,414,640.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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