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Disclosery

Financial Life Planners: BRK-B position timeline

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

Financial Life Planners held 7,182 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 7,182 shares
    Change vs previous 13F -202 shares

    2.31% of the 13F portfolio, value $3,593,881.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 7,384 shares
    Change vs previous 13F -70 shares

    2.71% of the 13F portfolio, value $3,538,489.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 7,454 shares
    Change vs previous 13F -234 shares

    2.69% of the 13F portfolio, value $3,746,833.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 7,688 shares
    Change vs previous 13F -311 shares

    2.6% of the 13F portfolio, value $3,865,090.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 7,999 shares
    Change vs previous 13F +1,039 shares

    3.16% of the 13F portfolio, value $3,885,435.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 6,960 shares
    Change vs previous 13F -107 shares

    3.61% of the 13F portfolio, value $3,706,494.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 7,067 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $3,203,553.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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