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Disclosery

Pathstone Holdings, LLC: BRK-B position timeline

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

Pathstone Holdings, LLC held 495,630 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,630 shares
    Change vs previous 13F +91,798 shares

    0.72% of the 13F portfolio, value $248,325,048.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 403,832 shares
    Change vs previous 13F +3,048 shares

    0.77% of the 13F portfolio, value $193,516,146.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 400,784 shares
    Change vs previous 13F +12,446 shares

    0.78% of the 13F portfolio, value $201,431,322.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 388,338 shares
    Change vs previous 13F -71,323 shares

    0.75% of the 13F portfolio, value $195,209,922.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 459,661 shares
    Change vs previous 13F +69,578 shares

    0.79% of the 13F portfolio, value $199,229,145.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 390,083 shares
    Change vs previous 13F +8,771 shares

    0.9% of the 13F portfolio, value $207,421,836.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 381,312 shares
    Change vs previous 13F -4,720 shares

    0.76% of the 13F portfolio, value $172,897,005.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 386,032 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $177,675,232.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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