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Disclosery

Destiny Wealth Partners, LLC: BRK-B position timeline

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

Destiny Wealth Partners, LLC held 15,097 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,097 shares
    Change vs previous 13F -3,073 shares

    1.09% of the 13F portfolio, value $7,722,719.

    13F-HR 0001844369-26-000005 filed by Destiny 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 18,170 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $8,707,064.

    13F-HR 0001844369-26-000004 filed by Destiny 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 18,170 shares
    Change vs previous 13F -184 shares

    1.01% of the 13F portfolio, value $8,784,650.

    13F-HR 0001844369-26-000002 filed by Destiny 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 18,354 shares
    Change vs previous 13F -651 shares

    1.13% of the 13F portfolio, value $9,227,290.

    13F-HR 0001844369-25-000007 filed by Destiny 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 19,005 shares
    Change vs previous 13F +920 shares

    1.24% of the 13F portfolio, value $9,232,059.

    13F-HR 0001844369-25-000005 filed by Destiny 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 18,085 shares
    Change vs previous 13F -140 shares

    1.53% of the 13F portfolio, value $9,631,709.

    13F-HR 0001844369-25-000004 filed by Destiny 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 18,225 shares
    Change vs previous 13F +320 shares

    1.35% of the 13F portfolio, value $8,261,028.

    13F-HR 0001844369-25-000001 filed by Destiny 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 17,905 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $8,240,955.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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