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Disclosery

Heritage Wealth Partners, LLC: BRK-B position timeline

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

Heritage Wealth Partners, LLC held 8,747 BRK-B shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,747 shares
    Change vs previous 13F +2,944 shares

    7.1% of the 13F portfolio, value $4,658,477.

    13F-HR 0001963794-25-000003 filed by Heritage 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 ended2024-12-31
    13F 5,803 shares
    Change vs previous 13F +738 shares

    3.3% of the 13F portfolio, value $2,630,384.

    13F-HR 0001963794-25-000001 filed by Heritage 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 ended2024-09-30
    13F 5,065 shares
    Change vs previous 13F -284 shares

    2.74% of the 13F portfolio, value $2,331,217.

    13F-HR 0001963794-24-000005 filed by Heritage 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 ended2024-06-30
    13F 5,349 shares
    Change vs previous 13F +220 shares

    3.15% of the 13F portfolio, value $2,175,973.

    13F-HR 0001963794-24-000003 filed by Heritage 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 ended2024-03-31
    13F 5,129 shares
    Change vs previous 13F 0 shares

    3.73% of the 13F portfolio, value $1,829,309.

    13F-HR 0001963794-24-000002 filed by Heritage 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 ended2023-12-31
    13F 5,129 shares
    Change vs previous 13F -26 shares

    3.73% of the 13F portfolio, value $1,829,309.

    13F-HR 0001963794-24-000001 filed by Heritage 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 ended2023-09-30
    13F 5,155 shares
    Change vs previous 13F +969 shares

    3.85% of the 13F portfolio, value $1,805,796.

    13F-HR 0001963794-23-000004 filed by Heritage 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 ended2023-06-30
    13F 4,186 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,427,426.

    13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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