Skip to content
Disclosery

Asset Planning,Inc: BRK-B position timeline

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

Asset Planning,Inc held 3,126 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 3,126 shares
    Change vs previous 13F -470 shares

    1.01% of the 13F portfolio, value $1,564,219.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,596 shares
    Change vs previous 13F -70 shares

    1.22% of the 13F portfolio, value $1,723,203.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,666 shares
    Change vs previous 13F -165 shares

    1.29% of the 13F portfolio, value $1,842,715.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,831 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $1,925,997.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,831 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $1,860,985.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,831 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $2,040,314.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,831 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,736,516.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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