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Disclosery

WealthShield Partners, LLC: BRK-B position timeline

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

WealthShield Partners, LLC held 10,663 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,663 shares
    Change vs previous 13F -2,850 shares

    0.82% of the 13F portfolio, value $5,335,659.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 13,513 shares
    Change vs previous 13F +538 shares

    0.72% of the 13F portfolio, value $6,475,430.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 12,975 shares
    Change vs previous 13F +172 shares

    0.72% of the 13F portfolio, value $6,521,884.

    13F-HR 0001398344-26-001942 filed by WealthShield 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 12,803 shares
    Change vs previous 13F +2,036 shares

    0.73% of the 13F portfolio, value $6,436,580.

    13F-HR 0001398344-25-020099 filed by WealthShield 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 10,767 shares
    Change vs previous 13F +959 shares

    0.63% of the 13F portfolio, value $5,230,286.

    13F-HR 0001398344-25-014826 filed by WealthShield 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 9,808 shares
    Change vs previous 13F +5,285 shares

    0.67% of the 13F portfolio, value $5,223,545.

    13F-HR 0001398344-25-009105 filed by WealthShield 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 4,523 shares
    Change vs previous 13F -433 shares

    0.29% of the 13F portfolio, value $2,050,185.

    13F-HR 0001398344-25-001803 filed by WealthShield 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 4,956 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,281,049.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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