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Disclosery

Gradient Investments LLC: BRK-B position timeline

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

Gradient Investments LLC held 63,210 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,210 shares
    Change vs previous 13F -5,506 shares

    0.45% of the 13F portfolio, value $31,475,557.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,716 shares
    Change vs previous 13F -13,853 shares

    0.47% of the 13F portfolio, value $34,384,784.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 82,569 shares
    Change vs previous 13F -1,396 shares

    0.61% of the 13F portfolio, value $39,567,050.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,965 shares
    Change vs previous 13F +1,084 shares

    0.67% of the 13F portfolio, value $42,204,992.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 82,881 shares
    Change vs previous 13F +5,651 shares

    0.7% of the 13F portfolio, value $41,667,579.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 77,230 shares
    Change vs previous 13F +6,031 shares

    0.69% of the 13F portfolio, value $37,516,003.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 71,199 shares
    Change vs previous 13F +4,795 shares

    0.76% of the 13F portfolio, value $37,919,414.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 66,404 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $30,099,818.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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