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RWA WEALTH PARTNERS, LLC: BRK-B position timeline

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

RWA WEALTH PARTNERS, LLC held 65,814 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 65,814 shares
    Change vs previous 13F +1,784 shares

    0.32% of the 13F portfolio, value $32,932,477.

    13F-HR 0001544576-26-000005 filed by RWA 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 64,030 shares
    Change vs previous 13F -6,173 shares

    0.34% of the 13F portfolio, value $30,683,061.

    13F-HR 0001544576-26-000004 filed by RWA 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 70,203 shares
    Change vs previous 13F +2,647 shares

    0.39% of the 13F portfolio, value $35,287,584.

    13F-HR 0001544576-26-000001 filed by RWA 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 67,556 shares
    Change vs previous 13F +8,734 shares

    0.39% of the 13F portfolio, value $33,963,330.

    13F-HR 0001544576-25-000007 filed by RWA 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 58,822 shares
    Change vs previous 13F -25,447 shares

    0.36% of the 13F portfolio, value $28,574,182.

    13F-HR 0001544576-25-000005 filed by RWA 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 84,269 shares
    Change vs previous 13F -12,333 shares

    0.57% of the 13F portfolio, value $44,880,224.

    13F-HR 0001544576-25-000004 filed by RWA 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 96,602 shares
    Change vs previous 13F +1,150 shares

    0.54% of the 13F portfolio, value $43,787,650.

    13F-HR 0001544576-25-000001 filed by RWA 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 95,452 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $43,932,379.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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