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Leicht Financial Planning & Wealth Management, Inc.: BRK-B position timeline

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

Leicht Financial Planning & Wealth Management, Inc. held 1,412 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,412 shares
    Change vs previous 13F -898 shares

    0.29% of the 13F portfolio, value $706,550.

    13F-HR 0001710666-26-000005 filed by Leicht Financial Planning & Wealth Management, 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 2,310 shares
    Change vs previous 13F +1,120 shares

    0.5% of the 13F portfolio, value $1,106,952.

    13F-HR 0001710666-26-000004 filed by Leicht Financial Planning & Wealth Management, 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 1,190 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $598,154.

    13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, 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 1,190 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $598,260.

    13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, 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 1,190 shares
    Change vs previous 13F +55 shares

    0.27% of the 13F portfolio, value $578,067.

    13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, 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 1,135 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $604,479.

    13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, 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 1,132 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $513,114.

    13F-HR 0001085146-25-001832 filed by Leicht Financial Planning & Wealth Management, 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 1,132 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $521,014.

    13F-HR 0001085146-24-004958 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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