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OSTERWEIS CAPITAL MANAGEMENT INC: BRK-B position timeline

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

OSTERWEIS CAPITAL MANAGEMENT INC held 5,192 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 5,192 shares
    Change vs previous 13F -92 shares

    0.12% of the 13F portfolio, value $2,598,025.

    13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 5,284 shares
    Change vs previous 13F -521 shares

    0.13% of the 13F portfolio, value $2,532,093.

    13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 5,805 shares
    Change vs previous 13F +152 shares

    0.12% of the 13F portfolio, value $2,917,883.

    13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 5,653 shares
    Change vs previous 13F -91 shares

    0.13% of the 13F portfolio, value $2,841,989.

    13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 5,744 shares
    Change vs previous 13F -526 shares

    0.13% of the 13F portfolio, value $2,790,263.

    13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 6,270 shares
    Change vs previous 13F +2,505 shares

    0.16% of the 13F portfolio, value $3,339,277.

    13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 3,765 shares
    Change vs previous 13F -36 shares

    0.08% of the 13F portfolio, value $1,706,599.

    13F-HR/A 0001085146-25-003427 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 3,801 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,749,448.

    13F-HR 0001085146-24-005783 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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