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Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: BRK-B position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 5,446 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 5,446 shares
    Change vs previous 13F -104 shares

    2.17% of the 13F portfolio, value $2,725,124.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 5,550 shares
    Change vs previous 13F -30 shares

    2.24% of the 13F portfolio, value $2,659,560.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 5,580 shares
    Change vs previous 13F -227 shares

    2.32% of the 13F portfolio, value $2,804,787.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 5,807 shares
    Change vs previous 13F -20 shares

    2.4% of the 13F portfolio, value $2,919,411.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 5,827 shares
    Change vs previous 13F -914 shares

    2.46% of the 13F portfolio, value $2,830,582.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 6,741 shares
    Change vs previous 13F +15 shares

    3.07% of the 13F portfolio, value $3,590,122.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, 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 6,726 shares
    Change vs previous 13F -2,400 shares

    2.55% of the 13F portfolio, value $3,048,761.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, 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 9,126 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $4,200,333.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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