Capital Planning LLC: BRK-B position timeline

Capital Planning LLC held 2,822 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,822 shares

   Change vs previous 13F +364 shares

   0.37% of the 13F portfolio, value $1,405,215.

   13F-HR 0001790688-26-000005 filed by Capital Planning LLC
   Accepted 2026-10-09 17:39:25 UTC, ingested 2026-10-09 17:40:04 UTC

2. period ended2026-06-30

   13F 2,458 shares

   Change vs previous 13F +509 shares

   0.36% of the 13F portfolio, value $1,229,959.

   13F-HR 0001790688-26-000004 filed by Capital Planning LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,949 shares

   Change vs previous 13F -500 shares

   0.3% of the 13F portfolio, value $933,961.

   13F-HR 0001790688-26-000002 filed by Capital Planning LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,449 shares

   Change vs previous 13F -6 shares

   0.34% of the 13F portfolio, value $1,216,786.

   13F-HR 0001790688-26-000001 filed by Capital Planning LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 2,455 shares

   Change vs previous 13F 0 shares

   0.36% of the 13F portfolio, value $1,234,227.

   13F-HR 0001790688-25-000008 filed by Capital Planning LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 2,455 shares

   Change vs previous 13F +140 shares

   0.37% of the 13F portfolio, value $1,192,565.

   13F-HR 0001790688-25-000006 filed by Capital Planning LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 2,315 shares

   Change vs previous 13F -212 shares

   0.34% of the 13F portfolio, value $1,232,923.

   13F-HR 0001790688-25-000005 filed by Capital Planning LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 2,527 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $1,145,439.

   13F-HR 0001790688-25-000001 filed by Capital Planning LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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