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Disclosery

Trinity Legacy Partners, LLC: BRK-B position timeline

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

Trinity Legacy Partners, LLC held 16,302 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,302 shares
    Change vs previous 13F +1,107 shares

    1.61% of the 13F portfolio, value $8,038,842.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy 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 15,195 shares
    Change vs previous 13F +376 shares

    1.57% of the 13F portfolio, value $7,256,220.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy 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 14,819 shares
    Change vs previous 13F +241 shares

    1.71% of the 13F portfolio, value $7,448,770.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy 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 14,578 shares
    Change vs previous 13F +1,128 shares

    1.6% of the 13F portfolio, value $6,961,578.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy 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 13,450 shares
    Change vs previous 13F +20 shares

    1.54% of the 13F portfolio, value $6,339,120.

    13F-HR 0001214659-25-010675 filed by Trinity Legacy 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 13,430 shares
    Change vs previous 13F -512 shares

    1.74% of the 13F portfolio, value $6,874,548.

    13F-HR 0001214659-25-007587 filed by Trinity Legacy 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 13,942 shares
    Change vs previous 13F +411 shares

    1.63% of the 13F portfolio, value $6,319,630.

    13F-HR 0001214659-25-001704 filed by Trinity Legacy 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 13,531 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $6,223,989.

    13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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