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Disclosery

Zhang Financial LLC: BRK-B position timeline

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

Zhang Financial LLC held 25,978 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,978 shares
    Change vs previous 13F -979 shares

    0.38% of the 13F portfolio, value $12,999,139.

    13F-HR 0001776290-26-000005 filed by Zhang 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 26,957 shares
    Change vs previous 13F +1,024 shares

    0.45% of the 13F portfolio, value $12,917,794.

    13F-HR 0001776290-26-000004 filed by Zhang 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 25,933 shares
    Change vs previous 13F +1,098 shares

    0.49% of the 13F portfolio, value $13,035,234.

    13F-HR 0001776290-26-000002 filed by Zhang 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 24,835 shares
    Change vs previous 13F +248 shares

    0.51% of the 13F portfolio, value $12,485,552.

    13F-HR 0001776290-25-000006 filed by Zhang 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 24,587 shares
    Change vs previous 13F -100 shares

    0.55% of the 13F portfolio, value $11,943,642.

    13F-HR 0001776290-25-000005 filed by Zhang 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 24,687 shares
    Change vs previous 13F -121 shares

    0.7% of the 13F portfolio, value $13,147,805.

    13F-HR 0001776290-25-000002 filed by Zhang 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 24,808 shares
    Change vs previous 13F +1,109 shares

    0.64% of the 13F portfolio, value $11,244,964.

    13F-HR 0001776290-25-000001 filed by Zhang 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 23,699 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,907,704.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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