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Disclosery

Capasso Planning Partners LLC: BRK-B position timeline

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

Capasso Planning Partners LLC held 5,096 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,096 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $2,549,987.

    13F-HR 0001911938-26-000003 filed by Capasso Planning Partners 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 5,096 shares
    Change vs previous 13F -102 shares

    1.32% of the 13F portfolio, value $2,442,003.

    13F-HR 0001911938-26-000002 filed by Capasso Planning Partners 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 5,198 shares
    Change vs previous 13F -439 shares

    1.44% of the 13F portfolio, value $2,612,775.

    13F-HR 0001911938-26-000001 filed by Capasso Planning Partners 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 5,637 shares
    Change vs previous 13F -876 shares

    1.77% of the 13F portfolio, value $2,833,946.

    13F-HR 0001941040-25-000635 filed by Capasso Planning Partners 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 6,513 shares
    Change vs previous 13F -1,081 shares

    1.79% of the 13F portfolio, value $3,163,820.

    13F-HR 0001941040-25-000434 filed by Capasso Planning Partners 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 7,594 shares
    Change vs previous 13F -1,601 shares

    1.69% of the 13F portfolio, value $4,044,413.

    13F-HR 0001941040-25-000226 filed by Capasso Planning Partners 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 9,195 shares
    Change vs previous 13F -2,858 shares

    1.67% of the 13F portfolio, value $4,167,909.

    13F-HR 0001941040-25-000096 filed by Capasso Planning Partners 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 12,053 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $5,547,514.

    13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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