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Disclosery

Balboa Wealth Partners: BRK-B position timeline

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

Balboa Wealth Partners held 14,051 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,051 shares
    Change vs previous 13F -659 shares

    0.96% of the 13F portfolio, value $7,030,980.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 14,710 shares
    Change vs previous 13F -357 shares

    1.18% of the 13F portfolio, value $7,049,032.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 15,067 shares
    Change vs previous 13F -662 shares

    1.25% of the 13F portfolio, value $7,573,428.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 15,729 shares
    Change vs previous 13F -481 shares

    1.36% of the 13F portfolio, value $7,907,597.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 16,210 shares
    Change vs previous 13F +4,416 shares

    1.58% of the 13F portfolio, value $7,874,332.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 11,794 shares
    Change vs previous 13F +2,059 shares

    1.52% of the 13F portfolio, value $6,281,249.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 9,735 shares
    Change vs previous 13F +911 shares

    1.01% of the 13F portfolio, value $4,412,681.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 8,824 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,061,334.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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