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Disclosery

Obermeyer Wealth Partners: BRK-B position timeline

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

Obermeyer Wealth Partners held 131,389 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 131,389 shares
    Change vs previous 13F -2,920 shares

    2.69% of the 13F portfolio, value $65,745,492.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth 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 134,309 shares
    Change vs previous 13F +332 shares

    2.96% of the 13F portfolio, value $64,360,633.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth 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 133,977 shares
    Change vs previous 13F -3,782 shares

    3.08% of the 13F portfolio, value $67,343,288.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth 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 137,759 shares
    Change vs previous 13F -65,608 shares

    3.24% of the 13F portfolio, value $69,256,708.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth 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 203,367 shares
    Change vs previous 13F -32,688 shares

    4.92% of the 13F portfolio, value $98,789,345.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth 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 236,055 shares
    Change vs previous 13F -2,695 shares

    6.71% of the 13F portfolio, value $125,717,906.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth 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 238,750 shares
    Change vs previous 13F -3,483 shares

    5.64% of the 13F portfolio, value $108,220,373.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth 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 242,233 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $111,489,930.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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