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Disclosery

Vest Financial, LLC: BRK-B position timeline

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

Vest Financial, LLC held 41,581 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,581 shares
    Change vs previous 13F +667 shares

    0.22% of the 13F portfolio, value $20,806,718.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 40,914 shares
    Change vs previous 13F +31,441 shares

    0.24% of the 13F portfolio, value $19,605,992.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 9,473 shares
    Change vs previous 13F -21,908 shares

    0.06% of the 13F portfolio, value $4,761,603.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 31,381 shares
    Change vs previous 13F +5,588 shares

    0.21% of the 13F portfolio, value $15,776,487.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 25,793 shares
    Change vs previous 13F +7,147 shares

    0.18% of the 13F portfolio, value $12,529,463.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 18,646 shares
    Change vs previous 13F +8,154 shares

    0.15% of the 13F portfolio, value $9,930,487.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 10,492 shares
    Change vs previous 13F +2,034 shares

    0.08% of the 13F portfolio, value $4,755,813.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 8,458 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,892,879.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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