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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Core Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
13,255
Value
$6.63M
% of portfolio
2.8%
Quarters held
15
Since Q4 2022
Holdings of BRK.B by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,255$6.63M2.8%−1,018−7.1%ReducedHolders
Q1 202614,273$6.84M3.2%−176−1.2%ReducedHolders
Q4 202514,449$7.26M3.3%+628+4.5%AddedHolders
Q3 202513,821$6.95M3.2%−235−1.7%ReducedHolders
Q2 202514,056$6.83M3.5%+799+6.0%AddedHolders
Q1 202513,257$7.06M4.1%+576+4.5%AddedHolders
Q4 202412,681$5.75M3.3%+283+2.3%AddedHolders
Q3 202412,398$5.71M3.5%+621+5.3%AddedHolders
Q2 202411,777$4.79M3.3%+356+3.1%AddedHolders
Q1 202411,421$4.80M3.6%+298+2.7%AddedHolders
Q4 202311,123$3.97M3.3%+814+7.9%AddedHolders
Q3 202310,309$3.61M3.3%−133−1.3%ReducedHolders
Q2 202310,442$3.56M3.3%+335+3.3%AddedHolders
Q1 202310,107$3.12M3.1%+5,238+107.6%AddedHolders
Q4 20224,869$543.7K0.7%–No prior filingHolders