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Disclosery

Canopy Partners, LLC: BRK-B position timeline

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

Canopy Partners, LLC held 4,053 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 4,053 shares
    Change vs previous 13F +9 shares

    0.61% of the 13F portfolio, value $2,028,081.

    13F-HR 0001960860-26-000003 filed by Canopy 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 4,044 shares
    Change vs previous 13F +14 shares

    0.66% of the 13F portfolio, value $1,937,885.

    13F-HR 0001960860-26-000002 filed by Canopy 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 4,030 shares
    Change vs previous 13F +174 shares

    0.66% of the 13F portfolio, value $2,025,680.

    13F-HR 0001960860-26-000001 filed by Canopy 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 3,856 shares
    Change vs previous 13F +490 shares

    0.65% of the 13F portfolio, value $1,938,565.

    13F-HR 0001960860-25-000006 filed by Canopy 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 3,366 shares
    Change vs previous 13F +927 shares

    0.6% of the 13F portfolio, value $1,635,256.

    13F-HR 0001960860-25-000003 filed by Canopy 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 2,439 shares
    Change vs previous 13F -33 shares

    0.51% of the 13F portfolio, value $1,299,131.

    13F-HR 0001960860-25-000002 filed by Canopy 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 2,472 shares
    Change vs previous 13F +126 shares

    0.43% of the 13F portfolio, value $1,120,574.

    13F-HR 0001960860-25-000001 filed by Canopy 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 2,346 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,079,837.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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