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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: BRK-B position timeline

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

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 28,433 BRK-B shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 28,433 shares
    Change vs previous 13F -1,342 shares

    1.96% of the 13F portfolio, value $8,782,954.

    13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 29,775 shares
    Change vs previous 13F -1,965 shares

    1.88% of the 13F portfolio, value $7,950,521.

    13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 31,740 shares
    Change vs previous 13F -298 shares

    1.86% of the 13F portfolio, value $8,665,655.

    13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 32,038 shares
    Change vs previous 13F -1,750 shares

    2.1% of the 13F portfolio, value $11,306,531.

    13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 33,788 shares
    Change vs previous 13F -970 shares

    1.79% of the 13F portfolio, value $10,102,612.

    13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 34,758 shares
    Change vs previous 13F -2,830 shares

    1.73% of the 13F portfolio, value $9,486,849.

    13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 37,588 shares
    Change vs previous 13F -4,051 shares

    1.92% of the 13F portfolio, value $10,446,457.

    13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 41,639 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $10,637,515.

    13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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