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Disclosery

Principle Wealth Partners LLC: BRK-B position timeline

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

Principle Wealth Partners LLC held 26,919 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 26,919 shares
    Change vs previous 13F -521 shares

    0.67% of the 13F portfolio, value $13,469,973.

    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 27,440 shares
    Change vs previous 13F +29 shares

    0.75% of the 13F portfolio, value $13,149,192.

    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 27,411 shares
    Change vs previous 13F -998 shares

    0.78% of the 13F portfolio, value $13,778,225.

    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 28,409 shares
    Change vs previous 13F -73 shares

    0.83% of the 13F portfolio, value $14,282,145.

    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 28,482 shares
    Change vs previous 13F +3,429 shares

    0.86% of the 13F portfolio, value $13,835,821.

    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 25,053 shares
    Change vs previous 13F +2,344 shares

    0.95% of the 13F portfolio, value $13,342,468.

    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 22,709 shares
    Change vs previous 13F -3 shares

    0.72% of the 13F portfolio, value $10,293,315.

    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 22,712 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $10,453,201.

    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).