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Disclosery

XML Financial, LLC: BRK-B position timeline

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

XML Financial, LLC held 36,078 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 36,078 shares
    Change vs previous 13F +2,243 shares

    1.31% of the 13F portfolio, value $18,052,978.

    13F-HR 0001725547-26-000254 filed by XML 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 33,835 shares
    Change vs previous 13F -868 shares

    1.31% of the 13F portfolio, value $16,213,962.

    13F-HR 0001725547-26-000139 filed by XML 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 34,703 shares
    Change vs previous 13F -2,909 shares

    1.42% of the 13F portfolio, value $17,443,704.

    13F-HR 0001725547-26-000074 filed by XML 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 37,612 shares
    Change vs previous 13F -1,484 shares

    1.54% of the 13F portfolio, value $18,909,304.

    13F-HR 0001725547-25-004125 filed by XML 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 39,096 shares
    Change vs previous 13F +539 shares

    1.65% of the 13F portfolio, value $18,991,659.

    13F-HR 0001725547-25-003469 filed by XML 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 38,557 shares
    Change vs previous 13F -86 shares

    1.92% of the 13F portfolio, value $20,534,490.

    13F-HR 0001725547-25-001441 filed by XML 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 38,643 shares
    Change vs previous 13F +1,281 shares

    1.61% of the 13F portfolio, value $17,516,158.

    13F-HR 0001725547-25-000138 filed by XML 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 37,362 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,196,075.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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