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Disclosery

Principle Wealth Partners LLC: BRK-A position timeline

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

Principle Wealth Partners LLC held 6 BRK-A 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 6 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,493,100.

    13F-HR 0001951757-26-001184 filed by Principle 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 6 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,308,840.

    13F-HR 0001951757-26-000791 filed by Principle 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 6 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,528,800.

    13F-HR 0001951757-26-000397 filed by Principle 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 6 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,525,200.

    13F-HR 0001951757-25-001250 filed by Principle 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 6 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $4,372,800.

    13F-HR 0001951757-25-001006 filed by Principle 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 7 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $5,589,091.

    13F-HR 0001951757-25-000521 filed by Principle 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 7 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $4,766,440.

    13F-HR 0001951757-25-000146 filed by Principle 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 7 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,838,260.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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