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Disclosery

Stonehage Fleming Financial Services Holdings Ltd: BRK-B position timeline

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

Stonehage Fleming Financial Services Holdings Ltd held 15,644 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,644 shares
    Change vs previous 13F -2,996 shares

    0.27% of the 13F portfolio, value $7,828,100.

    13F-HR 0001214659-26-010446 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 18,640 shares
    Change vs previous 13F +8,605 shares

    0.32% of the 13F portfolio, value $8,932,287.

    13F-HR 0001214659-26-006053 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 10,035 shares
    Change vs previous 13F -1,179 shares

    0.16% of the 13F portfolio, value $5,044,092.

    13F-HR 0001214659-26-000381 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 11,214 shares
    Change vs previous 13F +500 shares

    0.16% of the 13F portfolio, value $5,637,725.

    13F-HR 0001214659-25-015748 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 10,714 shares
    Change vs previous 13F +10,714 shares

    0.15% of the 13F portfolio, value $5,204,538.

    13F-HR 0001214659-25-010895 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 0 shares
    Change vs previous 13F -9,808 shares

    13F-HR 0001214659-25-007529 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 9,808 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $4,445,769.

    13F-HR 0001214659-25-001095 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 9,986 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,596,156.

    13F-HR 0001214659-24-018586 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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