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Partnership Wealth Management, LLC: BRK-B position timeline

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

Partnership Wealth Management, LLC held 2,875 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,875 shares
    Change vs previous 13F -131 shares

    1.02% of the 13F portfolio, value $1,431,606.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,006 shares
    Change vs previous 13F +123 shares

    1.02% of the 13F portfolio, value $1,504,172.

    13F-HR 0002010656-26-000004 filed by Partnership Wealth 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 ended2026-03-31
    13F 2,883 shares
    Change vs previous 13F -97 shares

    1.05% of the 13F portfolio, value $1,381,534.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth 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 ended2025-12-31
    13F 2,980 shares
    Change vs previous 13F +65 shares

    1.08% of the 13F portfolio, value $1,497,897.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth 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 ended2025-09-30
    13F 2,915 shares
    Change vs previous 13F +184 shares

    1.13% of the 13F portfolio, value $1,465,487.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth 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 ended2025-06-30
    13F 2,731 shares
    Change vs previous 13F -104 shares

    1.07% of the 13F portfolio, value $1,326,638.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth 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 ended2025-03-31
    13F 2,835 shares
    Change vs previous 13F +43 shares

    1.28% of the 13F portfolio, value $1,509,864.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth 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 ended2024-12-31
    13F 2,792 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,265,558.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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