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Disclosery

VICUS CAPITAL: BRK-B position timeline

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

VICUS CAPITAL held 4,343 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,343 shares
    Change vs previous 13F +1,171 shares

    0.14% of the 13F portfolio, value $2,172,944.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 3,172 shares
    Change vs previous 13F -125 shares

    0.11% of the 13F portfolio, value $1,519,783.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 3,297 shares
    Change vs previous 13F -423 shares

    0.12% of the 13F portfolio, value $1,656,986.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 3,720 shares
    Change vs previous 13F +344 shares

    0.14% of the 13F portfolio, value $1,869,941.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 3,376 shares
    Change vs previous 13F -105 shares

    0.14% of the 13F portfolio, value $1,639,717.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 3,481 shares
    Change vs previous 13F -283 shares

    0.17% of the 13F portfolio, value $1,853,645.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 3,764 shares
    Change vs previous 13F -36 shares

    0.15% of the 13F portfolio, value $1,705,919.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 3,800 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,748,758.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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