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Disclosery

Holistic Financial Partners: BRK-B position timeline

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

Holistic Financial Partners held 559 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559 shares
    Change vs previous 13F -700 shares

    0.17% of the 13F portfolio, value $279,719.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 1,259 shares
    Change vs previous 13F -19 shares

    0.22% of the 13F portfolio, value $603,313.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 1,278 shares
    Change vs previous 13F -171 shares

    0.23% of the 13F portfolio, value $642,387.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 1,449 shares
    Change vs previous 13F +63 shares

    0.3% of the 13F portfolio, value $728,471.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 1,386 shares
    Change vs previous 13F +233 shares

    0.29% of the 13F portfolio, value $673,278.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 1,153 shares
    Change vs previous 13F +39 shares

    0.3% of the 13F portfolio, value $614,065.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 1,114 shares
    Change vs previous 13F +109 shares

    0.25% of the 13F portfolio, value $504,954.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 1,005 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $462,562.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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