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X-Square Capital, LLC: BRK-B position timeline

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

X-Square Capital, LLC held 10,606 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,606 shares
    Change vs previous 13F +703 shares

    1.35% of the 13F portfolio, value $5,307,000.

    13F-HR 0001729300-26-000003 filed by X-Square Capital, 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 9,903 shares
    Change vs previous 13F -222 shares

    1.6% of the 13F portfolio, value $4,746,000.

    13F-HR 0001729300-26-000002 filed by X-Square Capital, 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 10,125 shares
    Change vs previous 13F -499 shares

    1.67% of the 13F portfolio, value $5,089,000.

    13F-HR 0001729300-26-000001 filed by X-Square Capital, 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 10,624 shares
    Change vs previous 13F -291 shares

    1.67% of the 13F portfolio, value $5,341,000.

    13F-HR 0001729300-25-000005 filed by X-Square Capital, 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 10,915 shares
    Change vs previous 13F -5 shares

    1.91% of the 13F portfolio, value $5,302,000.

    13F-HR 0001729300-25-000003 filed by X-Square Capital, 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 10,920 shares
    Change vs previous 13F +262 shares

    2.5% of the 13F portfolio, value $5,816,000.

    13F-HR 0001729300-25-000002 filed by X-Square Capital, 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 10,658 shares
    Change vs previous 13F -33 shares

    1.99% of the 13F portfolio, value $4,831,000.

    13F-HR 0001729300-25-000001 filed by X-Square Capital, 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 10,691 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $4,921,000.

    13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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