Skip to content
Disclosery

Wise Wealth Partners: BRK-B position timeline

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

Wise Wealth Partners held 1,474 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,474 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $734,129.

    13F-HR 0002056711-26-000004 filed by Wise Wealth Partners
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,474 shares
    Change vs previous 13F -65 shares

    1.25% of the 13F portfolio, value $737,726.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,539 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $737,634.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,539 shares
    Change vs previous 13F -324 shares

    1.11% of the 13F portfolio, value $773,730.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,863 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $936,756.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,863 shares
    Change vs previous 13F +800 shares

    1.51% of the 13F portfolio, value $905,136.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,063 shares
    Change vs previous 13F +148 shares

    1.35% of the 13F portfolio, value $566,133.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 915 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $414,751.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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