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Disclosery

Impact Partnership Wealth, LLC: BRK-B position timeline

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

Impact Partnership Wealth, LLC held 2,521 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,521 shares
    Change vs previous 13F -35 shares

    0.12% of the 13F portfolio, value $1,261,393.

    13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, 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 2,556 shares
    Change vs previous 13F -348 shares

    0.15% of the 13F portfolio, value $1,224,749.

    13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, 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 2,904 shares
    Change vs previous 13F +2,312 shares

    0.19% of the 13F portfolio, value $1,459,605.

    13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, 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 592 shares
    Change vs previous 13F -682 shares

    0.04% of the 13F portfolio, value $297,622.

    13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, 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 1,274 shares
    Change vs previous 13F +837 shares

    0.11% of the 13F portfolio, value $618,871.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, 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 437 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $232,786.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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