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Disclosery

Center for Financial Planning, Inc.: BRK-B position timeline

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

Center for Financial Planning, Inc. held 15,254 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,254 shares
    Change vs previous 13F +140 shares

    0.71% of the 13F portfolio, value $7,632,950.

    13F-HR 0001803557-26-000004 filed by Center for 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 15,114 shares
    Change vs previous 13F -188 shares

    0.76% of the 13F portfolio, value $7,242,629.

    13F-HR 0001803557-26-000003 filed by Center for 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 15,302 shares
    Change vs previous 13F +941 shares

    0.8% of the 13F portfolio, value $7,691,551.

    13F-HR 0001803557-26-000001 filed by Center for 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 14,361 shares
    Change vs previous 13F +320 shares

    0.77% of the 13F portfolio, value $7,219,850.

    13F-HR 0001803557-25-000006 filed by Center for 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 14,041 shares
    Change vs previous 13F +66 shares

    0.78% of the 13F portfolio, value $6,820,697.

    13F-HR 0001803557-25-000003 filed by Center for 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 13,975 shares
    Change vs previous 13F -308 shares

    0.95% of the 13F portfolio, value $7,442,806.

    13F-HR 0001803557-25-000002 filed by Center for 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 14,283 shares
    Change vs previous 13F +1,055 shares

    0.86% of the 13F portfolio, value $6,474,199.

    13F-HR 0001803557-25-000001 filed by Center for 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 13,228 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,088,320.

    13F-HR 0001803557-24-000005 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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