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Disclosery

Core Wealth Partners LLC: BRK-B position timeline

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

Core Wealth Partners LLC held 13,255 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,255 shares
    Change vs previous 13F -1,018 shares

    2.83% of the 13F portfolio, value $6,632,669.

    13F-HR 0001965078-26-000003 filed by Core 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 14,273 shares
    Change vs previous 13F -176 shares

    3.18% of the 13F portfolio, value $6,839,622.

    13F-HR 0001965078-26-000002 filed by Core 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 14,449 shares
    Change vs previous 13F +628 shares

    3.27% of the 13F portfolio, value $7,262,790.

    13F-HR 0001965078-26-000001 filed by Core 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 13,821 shares
    Change vs previous 13F -235 shares

    3.19% of the 13F portfolio, value $6,948,370.

    13F-HR 0001965078-25-000002 filed by Core 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 14,056 shares
    Change vs previous 13F +799 shares

    3.47% of the 13F portfolio, value $6,827,983.

    13F-HR 0001085146-25-004770 filed by Core 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 13,257 shares
    Change vs previous 13F +576 shares

    4.11% of the 13F portfolio, value $7,060,413.

    13F-HR 0001085146-25-002995 filed by Core 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 12,681 shares
    Change vs previous 13F +283 shares

    3.29% of the 13F portfolio, value $5,748,044.

    13F-HR 0001085146-25-001010 filed by Core 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 12,398 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $5,706,311.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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