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Compound Planning, Inc.: BRK-B position timeline

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

Compound Planning, Inc. held 61,254 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,254 shares
    Change vs previous 13F -975 shares

    0.8% of the 13F portfolio, value $30,650,658.

    13F-HR 0001978879-26-000005 filed by Compound 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 62,229 shares
    Change vs previous 13F -933 shares

    0.92% of the 13F portfolio, value $29,819,916.

    13F-HR 0001978879-26-000003 filed by Compound 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 63,162 shares
    Change vs previous 13F -157 shares

    0.94% of the 13F portfolio, value $31,748,148.

    13F-HR 0001172661-26-001315 filed by Compound 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 63,319 shares
    Change vs previous 13F +15,422 shares

    1.03% of the 13F portfolio, value $31,833,155.

    13F-HR 0001172661-25-004675 filed by Compound 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 47,897 shares
    Change vs previous 13F +8,338 shares

    0.88% of the 13F portfolio, value $23,266,794.

    13F-HR 0001172661-25-003416 filed by Compound 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 39,559 shares
    Change vs previous 13F +7,762 shares

    0.96% of the 13F portfolio, value $21,068,267.

    13F-HR 0001172661-25-001834 filed by Compound 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 31,797 shares
    Change vs previous 13F +1,449 shares

    0.73% of the 13F portfolio, value $14,412,759.

    13F-HR 0001214659-25-000858 filed by Compound 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 30,348 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $13,967,782.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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