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BARLOW WEALTH PARTNERS, LLC: BRK-B position timeline

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

BARLOW WEALTH PARTNERS, LLC held 57,201 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,201 shares
    Change vs previous 13F +874 shares

    3.06% of the 13F portfolio, value $28,302,262.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, 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 56,327 shares
    Change vs previous 13F +16,234 shares

    2.97% of the 13F portfolio, value $26,731,858.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, 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 40,093 shares
    Change vs previous 13F +757 shares

    2.16% of the 13F portfolio, value $20,010,616.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, 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 39,336 shares
    Change vs previous 13F +31,965 shares

    2.15% of the 13F portfolio, value $19,345,838.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, 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 7,371 shares
    Change vs previous 13F +260 shares

    0.42% of the 13F portfolio, value $3,541,618.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, 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 7,111 shares
    Change vs previous 13F +1,716 shares

    0.5% of the 13F portfolio, value $3,775,657.

    13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, 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 5,395 shares
    Change vs previous 13F +22 shares

    0.31% of the 13F portfolio, value $2,473,661.

    13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, 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 5,373 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,436,656.

    13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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