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CARY STREET PARTNERS ASSET MANAGEMENT LLC: BRK-B position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 85,210 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,210 shares
    Change vs previous 13F -1,324 shares

    0.84% of the 13F portfolio, value $42,638,566.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 79,893 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,317 shares

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

  2. period ended2026-03-31
    13F 86,534 shares
    Change vs previous 13F -375 shares

    0.94% of the 13F portfolio, value $41,467,413.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 81,797 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,737 shares

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

  3. period ended2025-12-31
    13F 86,909 shares
    Change vs previous 13F -21 shares

    0.99% of the 13F portfolio, value $43,685,397.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 82,056 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,853 shares

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

  4. period ended2025-09-30
    13F 86,930 shares
    Change vs previous 13F -178 shares

    1.07% of the 13F portfolio, value $43,703,775.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 82,242 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,688 shares

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

  5. period ended2025-06-30
    13F 87,108 shares
    Change vs previous 13F +22,617 shares

    1.12% of the 13F portfolio, value $42,315,021.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 83,337 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,771 shares

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

  6. period ended2025-03-31
    13F 64,491 shares
    Change vs previous 13F +4,803 shares

    1.03% of the 13F portfolio, value $34,346,441.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 61,433 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,058 shares

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

  7. period ended2024-12-31
    13F 59,688 shares
    Change vs previous 13F +1,248 shares

    0.84% of the 13F portfolio, value $27,055,229.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 57,778 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,910 shares

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

  8. period ended2024-09-30
    13F 58,440 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $26,897,470.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 58,440 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,515 shares (included in another member's report, not added)

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