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Disclosery

BEACON FINANCIAL PLANNING, INC: BRK-B position timeline

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

BEACON FINANCIAL PLANNING, INC held 41,158 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,158 shares
    Change vs previous 13F -1,935 shares

    6.99% of the 13F portfolio, value $20,595,052.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL 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 43,093 shares
    Change vs previous 13F +4,257 shares

    8% of the 13F portfolio, value $20,650,166.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL 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 38,836 shares
    Change vs previous 13F -1,206 shares

    9.41% of the 13F portfolio, value $19,520,915.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL 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 40,042 shares
    Change vs previous 13F -1,187 shares

    10.42% of the 13F portfolio, value $20,130,715.

    13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL 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 41,229 shares
    Change vs previous 13F -2,515 shares

    11.18% of the 13F portfolio, value $20,027,811.

    13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL 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 43,744 shares
    Change vs previous 13F -1,108 shares

    13.39% of the 13F portfolio, value $23,297,180.

    13F-HR 0001951757-25-000450 filed by BEACON FINANCIAL 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 44,852 shares
    Change vs previous 13F -414 shares

    11.83% of the 13F portfolio, value $20,330,515.

    13F-HR 0001951757-25-000132 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,266 shares
    Change vs previous 13F not available

    12.86% of the 13F portfolio, value $20,834,129.

    13F-HR 0001951757-24-001110 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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