Roble, Belko & Company, Inc BRK/B BERKSHIRE HATHAWAY-BLK CEDEA

Ownership history in Roble, Belko & Company, Inc  ·  42 quarters on record

AI Ownership Summary

Roble, Belko & Company, Inc reported BERKSHIRE HATHAWAY-BLK CEDEA (BRK/B) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q4. The latest visible filing shows BRK/B at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roble, Belko & Company, Inc's position in BERKSHIRE HATHAWAY-BLK CEDEA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Roble, Belko & Company, Inc held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,723 -5 -0.1% 0.23% $2K 2026-04-16 $475.12
2025 Q4 ADDED 3,728 +957 +34.5% 0.25% $1.9M 2026-01-12 $498.67
2025 Q3 ADDED 2,771 +53 +1.9% 0.19% $1.4M 2025-10-24 $492.10
2025 Q2 UNCHANGED 2,718 0% 0.19% $1.3M 2025-08-04 $459.11
2025 Q1 ADDED 2,718 +1,331 +96.0% 0.23% $1.4M 2025-05-08 $513.25
2024 Q4 REDUCED 1,387 -170 -10.9% 0.10% $627K 2025-01-14 $450.03
2024 Q3 ADDED 1,557 +334 +27.3% 0.11% $717K 2024-10-15 $462.68
2024 Q2 UNCHANGED 1,223 0% 0.08% $498K 2024-08-08 $431.54
2024 Q1 REDUCED 1,223 -97 -7.3% 0.09% $514K 2024-04-11 $407.61
2023 Q4 ADDED 1,320 +283 +27.3% 0.09% $471K 2024-02-01 $386.44
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Roble, Belko & Company, Inc and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roble, Belko & Company, Inc reported owning BRK/B?

Roble, Belko & Company, Inc reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Roble, Belko & Company, Inc's portfolio?

The largest reported portfolio weight for BRK/B was 0.25% in 2025 Q4.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when Roble, Belko & Company, Inc reported 3,723 shares, equal to 0.23% of portfolio, with an estimated market value of $2K.

What does the chart on this BRK/B ownership page compare?

The chart compares Roble, Belko & Company, Inc's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Roble, Belko & Company, Inc time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Roble, Belko & Company, Inc correctly timed 9 out of 30 reported position changes (30%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.7%.

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