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Disclosery

Cornerstone Planning, LLC: BRK-B position timeline

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

Cornerstone Planning, LLC held 2,185 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,185 shares
    Change vs previous 13F -5,632 shares

    0.25% of the 13F portfolio, value $1,093,352.

    13F-HR 0002063364-26-000234 filed by Cornerstone 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 7,817 shares
    Change vs previous 13F +70 shares

    0.85% of the 13F portfolio, value $3,748,303.

    13F-HR 0002063364-26-000151 filed by Cornerstone 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 7,747 shares
    Change vs previous 13F +2,893 shares

    0.9% of the 13F portfolio, value $3,862,867.

    13F-HR 0002063364-26-000084 filed by Cornerstone 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 ended2024-12-31
    13F 4,854 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,200,221.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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