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Disclosery

Concord Wealth Partners: BRK-B position timeline

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

Concord Wealth Partners held 2,417 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,417 shares
    Change vs previous 13F -392 shares

    0.08% of the 13F portfolio, value $1,209,442.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,962 shares
    • Concord Asset Management, LLC/VA: 455 shares

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

  2. period ended2026-03-31
    13F 2,809 shares
    Change vs previous 13F -15,091 shares

    0.1% of the 13F portfolio, value $1,346,073.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,076 shares
    • Concord Asset Management, LLC/VA: 733 shares

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

  3. period ended2025-12-31
    13F 17,900 shares
    Change vs previous 13F +509 shares

    0.67% of the 13F portfolio, value $8,997,435.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,625 shares
    • Concord Asset Management, LLC/VA: 8,275 shares

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

  4. period ended2025-09-30
    13F 17,391 shares
    Change vs previous 13F -1,409 shares

    0.69% of the 13F portfolio, value $8,743,152.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,294 shares
    • Concord Asset Management, LLC/VA: 8,097 shares

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

  5. period ended2025-06-30
    13F 18,800 shares
    Change vs previous 13F +444 shares

    0.68% of the 13F portfolio, value $9,132,476.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,400 shares
    • Concord Asset Management, LLC/VA: 9,400 shares

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

  6. period ended2025-03-31
    13F 18,356 shares
    Change vs previous 13F -1,963 shares

    0.92% of the 13F portfolio, value $9,729,538.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,297 shares
    • Concord Asset Management, LLC/VA: 8,059 shares

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

  7. period ended2024-12-31
    13F 20,319 shares
    Change vs previous 13F -68 shares

    0.86% of the 13F portfolio, value $9,210,196.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,691 shares
    • Concord Asset Management, LLC/VA: 9,628 shares

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

  8. period ended2024-09-30
    13F 20,387 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $9,383,320.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,824 shares
    • Concord Asset Management, LLC/VA: 9,563 shares

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