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Disclosery

Synergy Asset Management, LLC: BRK-B position timeline

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

Synergy Asset Management, LLC held 13,686 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,686 shares
    Change vs previous 13F +687 shares

    0.65% of the 13F portfolio, value $6,848,338.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 12,999 shares
    Change vs previous 13F -2,489 shares

    0.66% of the 13F portfolio, value $6,229,121.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 15,488 shares
    Change vs previous 13F -102,649 shares

    0.81% of the 13F portfolio, value $7,785,043.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 118,137 shares
    Change vs previous 13F +94,525 shares

    2.14% of the 13F portfolio, value $58,991,499.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 23,612 shares
    Change vs previous 13F -692 shares

    1.31% of the 13F portfolio, value $11,470,001.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 24,304 shares
    Change vs previous 13F +225 shares

    1.63% of the 13F portfolio, value $12,943,824.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 24,079 shares
    Change vs previous 13F +8,601 shares

    0.84% of the 13F portfolio, value $10,862,036.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 15,478 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,123,904.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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