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Investment Planning Advisors, Inc.: BRK-B position timeline

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

Investment Planning Advisors, Inc. held 3,487 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,487 shares
    Change vs previous 13F +613 shares

    0.39% of the 13F portfolio, value $1,736,183.

    13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,874 shares
    Change vs previous 13F +850 shares

    0.33% of the 13F portfolio, value $1,438,208.

    13F-HR 0002024049-26-000003 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,024 shares
    Change vs previous 13F +766 shares

    0.27% of the 13F portfolio, value $970,076.

    13F-HR 0002024049-26-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,258 shares
    Change vs previous 13F +243 shares

    0.18% of the 13F portfolio, value $632,126.

    13F-HR 0002024049-26-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,015 shares
    Change vs previous 13F +266 shares

    0.16% of the 13F portfolio, value $510,384.

    13F-HR 0002024049-25-000008 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 749 shares
    Change vs previous 13F +175 shares

    0.13% of the 13F portfolio, value $363,842.

    13F-HR 0002024049-25-000005 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 574 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $305,701.

    13F-HR 0002024049-25-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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