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Disclosery

Focus Partners Wealth: BRK-A position timeline

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

Focus Partners Wealth held 173 BRK-A 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 173 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $129,551,050.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 169 shares
    • Focus Partners Advisor Solutions, LLC: 4 shares

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

  2. period ended2026-03-31
    13F 164 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $114,841,762.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 159 shares
    • Focus Partners Advisor Solutions, LLC: 5 shares

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

  3. period ended2025-12-31
    13F 152 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $114,719,400.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 148 shares
    • Focus Partners Advisor Solutions, LLC: 4 shares

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

  4. period ended2025-09-30
    13F 97 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $73,157,400.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 95 shares
    • Focus Partners Advisor Solutions, LLC: 2 shares

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

  5. period ended2025-06-30
    13F 92 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $67,049,600.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 88 shares
    • Focus Partners Advisor Solutions, LLC: 4 shares

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

  6. period ended2025-03-31
    13F/A 93 shares
    Change vs previous 13F +58 shares

    0.16% of the 13F portfolio, value $74,255,068.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 89 shares
    • Focus Partners Advisor Solutions, LLC: 4 shares

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

  7. period ended2024-12-31
    13F/A 35 shares
    Change vs previous 13F -117 shares

    0.05% of the 13F portfolio, value $23,832,200.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33 shares
    • Focus Partners Advisor Solutions, LLC: 2 shares

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

  8. period ended2024-09-30
    13F 152 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $17,289,061.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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