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Focus Partners Wealth: BRK-B position timeline

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

Focus Partners Wealth held 1,413,718 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 1,413,718 shares
    Change vs previous 13F +30,194 shares

    0.65% of the 13F portfolio, value $707,410,294.

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

    • Focus Partners Wealth: 1,357,513 shares
    • Focus Partners Advisor Solutions, LLC: 56,205 shares

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

  2. period ended2026-03-31
    13F 1,383,524 shares
    Change vs previous 13F +50,582 shares

    0.66% of the 13F portfolio, value $662,802,905.

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

    • Focus Partners Wealth: 1,326,656 shares
    • Focus Partners Advisor Solutions, LLC: 56,868 shares

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

  3. period ended2025-12-31
    13F 1,332,942 shares
    Change vs previous 13F +307,844 shares

    0.7% of the 13F portfolio, value $669,965,208.

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

    • Focus Partners Wealth: 1,278,710 shares
    • Focus Partners Advisor Solutions, LLC: 54,232 shares

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

  4. period ended2025-09-30
    13F 1,025,098 shares
    Change vs previous 13F +265,428 shares

    0.73% of the 13F portfolio, value $515,107,323.

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

    • Focus Partners Wealth: 972,951 shares
    • Focus Partners Advisor Solutions, LLC: 52,147 shares

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

  5. period ended2025-06-30
    13F 759,670 shares
    Change vs previous 13F +55,816 shares

    0.69% of the 13F portfolio, value $369,024,063.

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

    • Focus Partners Wealth: 713,438 shares
    • Focus Partners Advisor Solutions, LLC: 46,232 shares

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

  6. period ended2025-03-31
    13F/A 703,854 shares
    Change vs previous 13F +2,928 shares

    0.81% of the 13F portfolio, value $374,858,039.

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

    • Focus Partners Wealth: 654,148 shares
    • Focus Partners Advisor Solutions, LLC: 49,706 shares

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

  7. period ended2024-12-31
    13F/A 700,926 shares
    Change vs previous 13F +153,975 shares

    0.72% of the 13F portfolio, value $317,716,034.

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

    • Focus Partners Wealth: 653,745 shares
    • Focus Partners Advisor Solutions, LLC: 47,181 shares

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

  8. period ended2024-09-30
    13F 546,951 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $248,849,631.

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

    • Focus Partners Wealth: 501,436 shares
    • Focus Partners Advisor Solutions, LLC: 45,515 shares

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