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Summit Global Investments: BRK-B position timeline

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

Summit Global Investments held 14,803 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,803 shares
    Change vs previous 13F -3,083 shares

    0.4% of the 13F portfolio, value $7,407,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 17,886 shares
    Change vs previous 13F +9,183 shares

    0.51% of the 13F portfolio, value $8,571,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 8,703 shares
    Change vs previous 13F +7,825 shares

    0.26% of the 13F portfolio, value $4,374,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 878 shares
    Change vs previous 13F -12,122 shares

    0.03% of the 13F portfolio, value $441,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 13,000 shares
    Change vs previous 13F -5,851 shares

    0.37% of the 13F portfolio, value $6,315,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 18,851 shares
    Change vs previous 13F -3,038 shares

    0.73% of the 13F portfolio, value $10,040,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 21,889 shares
    Change vs previous 13F +1,343 shares

    0.62% of the 13F portfolio, value $9,922,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 20,546 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,456,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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