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Disclosery

BWM Planning, LLC: BRK-B position timeline

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

BWM Planning, LLC held 12,039 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,039 shares
    Change vs previous 13F +279 shares

    1.4% of the 13F portfolio, value $6,024,195.

    13F-HR 0001754960-26-000620 filed by BWM Planning, LLC
    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 11,760 shares
    Change vs previous 13F +1,373 shares

    1.49% of the 13F portfolio, value $5,635,392.

    13F-HR 0001754960-26-000306 filed by BWM Planning, LLC
    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 10,387 shares
    Change vs previous 13F +121 shares

    1.4% of the 13F portfolio, value $5,221,026.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    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 10,266 shares
    Change vs previous 13F +99 shares

    1.54% of the 13F portfolio, value $5,161,129.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    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 10,167 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $4,938,824.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    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 10,167 shares
    Change vs previous 13F 0 shares

    2.29% of the 13F portfolio, value $5,414,741.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    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 10,167 shares
    Change vs previous 13F 0 shares

    2.01% of the 13F portfolio, value $4,608,498.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 10,167 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,679,463.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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