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Stamos Capital Partners, L.P.: BRK-B position timeline

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

Stamos Capital Partners, L.P. held 10,447 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,447 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $5,227,574.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 10,447 shares
    Change vs previous 13F +2,613 shares

    0.78% of the 13F portfolio, value $5,006,202.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 7,834 shares
    Change vs previous 13F +3,509 shares

    0.63% of the 13F portfolio, value $3,937,760.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 4,325 shares
    Change vs previous 13F -116 shares

    0.41% of the 13F portfolio, value $2,174,350.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 4,441 shares
    Change vs previous 13F +2,940 shares

    0.39% of the 13F portfolio, value $2,157,305.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 1,501 shares
    Change vs previous 13F -1,269 shares

    0.21% of the 13F portfolio, value $799,403.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 2,770 shares
    Change vs previous 13F +550 shares

    0.29% of the 13F portfolio, value $1,255,586.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 2,220 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,021,777.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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