WINTRUST INVESTMENTS LLC: BRK-B position timeline

WINTRUST INVESTMENTS LLC held 9,678 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 9,678 shares

   Change vs previous 13F -604 shares

   3.86% of the 13F portfolio, value $4,387,000.

   13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 10,282 shares

   Change vs previous 13F -92,945 shares

   3.5% of the 13F portfolio, value $4,732,000.

   13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 103,227 shares

   Change vs previous 13F -577 shares

   3.42% of the 13F portfolio, value $41,993,000.

   13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 103,804 shares

   Change vs previous 13F -9,972 shares

   3.85% of the 13F portfolio, value $43,652,000.

   13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 113,776 shares

   Change vs previous 13F +2,939 shares

   3.93% of the 13F portfolio, value $40,579,000.

   13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
   Filed 2024-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 110,837 shares

   Change vs previous 13F +3,677 shares

   4.07% of the 13F portfolio, value $38,826,000.

   13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 107,160 shares

   Change vs previous 13F -1,875 shares

   3.66% of the 13F portfolio, value $36,542,000.

   13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 109,035 shares

   Change vs previous 13F not available

   4.3% of the 13F portfolio, value $33,667,000.

   13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
   Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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