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FIRST FOUNDATION ADVISORS: BRK-B position timeline

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

FIRST FOUNDATION ADVISORS held 104,602 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,602 shares
    Change vs previous 13F -701 shares

    1.88% of the 13F portfolio, value $52,341,544.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 105,303 shares
    Change vs previous 13F -563 shares

    2.03% of the 13F portfolio, value $50,460,958.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 105,866 shares
    Change vs previous 13F -2,214 shares

    2.01% of the 13F portfolio, value $53,213,294.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 108,080 shares
    Change vs previous 13F -11,767 shares

    2.01% of the 13F portfolio, value $54,335,888.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 119,847 shares
    Change vs previous 13F -2,208 shares

    2.16% of the 13F portfolio, value $58,217,834.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 122,055 shares
    Change vs previous 13F -10,159 shares

    2.65% of the 13F portfolio, value $65,003,785.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 132,214 shares
    Change vs previous 13F -2,384 shares

    2.25% of the 13F portfolio, value $59,929,735.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 134,598 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $61,949,845.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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