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Disclosery

BSW Wealth Partners: BRK-B position timeline

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

BSW Wealth Partners held 4,784 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,784 shares
    Change vs previous 13F -279 shares

    0.27% of the 13F portfolio, value $2,393,844.

    13F-HR 0001512601-26-000007 filed by BSW 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 5,063 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,426,169.

    13F-HR 0001512601-26-000005 filed by BSW 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 5,063 shares
    Change vs previous 13F -50 shares

    0.31% of the 13F portfolio, value $2,544,895.

    13F-HR 0001512601-26-000003 filed by BSW 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 5,113 shares
    Change vs previous 13F +73 shares

    0.32% of the 13F portfolio, value $2,570,488.

    13F-HR 0001512601-25-000013 filed by BSW 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 5,040 shares
    Change vs previous 13F +241 shares

    0.34% of the 13F portfolio, value $2,448,259.

    13F-HR 0001512601-25-000009 filed by BSW 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 4,799 shares
    Change vs previous 13F +8 shares

    0.39% of the 13F portfolio, value $2,555,828.

    13F-HR 0001512601-25-000007 filed by BSW 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 4,791 shares
    Change vs previous 13F +396 shares

    0.32% of the 13F portfolio, value $2,171,643.

    13F-HR 0001512601-25-000003 filed by BSW 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 4,395 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,022,822.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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