Skip to content
Disclosery

Capital Wealth Planning, LLC: BRK-B position timeline

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

Capital Wealth Planning, LLC held 2,718 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,718 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $1,360,060.

    13F-HR 0002085853-26-001006 filed by Capital Wealth 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 2,767 shares
    Change vs previous 13F -1,093 shares

    0.01% of the 13F portfolio, value $1,325,946.

    13F-HR 0002085853-26-000600 filed by Capital Wealth 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 3,860 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $1,940,229.

    13F-HR 0002085853-26-000251 filed by Capital Wealth 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 3,840 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,930,522.

    13F-HR 0002085853-25-000273 filed by Capital Wealth 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 3,840 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,865,357.

    13F-HR 0001566728-25-000006 filed by Capital Wealth 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 3,840 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $2,045,107.

    13F-HR 0001566728-25-000005 filed by Capital Wealth 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 3,877 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $1,757,367.

    13F-HR 0001566728-25-000001 filed by Capital Wealth 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 3,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,777,984.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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