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Quotient Wealth Partners, LLC: BRK-B position timeline

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

Quotient Wealth Partners, LLC held 11,983 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,983 shares
    Change vs previous 13F +226 shares

    0.14% of the 13F portfolio, value $5,996,224.

    13F-HR 0002004904-26-000004 filed by Quotient 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 11,757 shares
    Change vs previous 13F -22 shares

    0.15% of the 13F portfolio, value $5,634,135.

    13F-HR 0002004904-26-000003 filed by Quotient 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 11,779 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $5,920,821.

    13F-HR 0002004904-26-000001 filed by Quotient 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 11,768 shares
    Change vs previous 13F -105 shares

    0.16% of the 13F portfolio, value $5,916,381.

    13F-HR 0002004904-25-000008 filed by Quotient 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 11,873 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $5,767,354.

    13F-HR 0002004904-25-000005 filed by Quotient 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 11,777 shares
    Change vs previous 13F +934 shares

    0.2% of the 13F portfolio, value $6,272,016.

    13F-HR 0002004904-25-000004 filed by Quotient 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 10,843 shares
    Change vs previous 13F -90 shares

    0.16% of the 13F portfolio, value $4,914,758.

    13F-HR 0002004904-25-000002 filed by Quotient 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 10,933 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,032,116.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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