Skip to content
Disclosery

Performance Wealth Partners, LLC: BRK-B position timeline

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

Performance Wealth Partners, LLC held 139,692 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,692 shares
    Change vs previous 13F -36,218 shares

    1.74% of the 13F portfolio, value $69,900,480.

    13F-HR 0001951757-26-001190 filed by Performance 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 ended2026-03-31
    13F 175,910 shares
    Change vs previous 13F -2,140 shares

    2.45% of the 13F portfolio, value $84,296,072.

    13F-HR 0001951757-26-000568 filed by Performance 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 ended2025-12-31
    13F 178,050 shares
    Change vs previous 13F -3,852 shares

    2.43% of the 13F portfolio, value $89,496,833.

    13F-HR 0001951757-26-000258 filed by Performance 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 ended2025-09-30
    13F 181,902 shares
    Change vs previous 13F -3,623 shares

    2.55% of the 13F portfolio, value $91,449,411.

    13F-HR 0001951757-25-001310 filed by Performance 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 ended2025-06-30
    13F 185,525 shares
    Change vs previous 13F -372 shares

    2.88% of the 13F portfolio, value $90,122,479.

    13F-HR 0001951757-25-000972 filed by Performance 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 ended2025-03-31
    13F 185,897 shares
    Change vs previous 13F +5,007 shares

    3.54% of the 13F portfolio, value $99,005,024.

    13F-HR 0001951757-25-000393 filed by Performance 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 ended2024-12-31
    13F 180,890 shares
    Change vs previous 13F +1,774 shares

    2.64% of the 13F portfolio, value $81,993,819.

    13F-HR 0001951757-25-000052 filed by Performance 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 ended2024-09-30
    13F 179,116 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $82,439,930.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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