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LifeGoal Investments, LLC: BRK-B position timeline

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

LifeGoal Investments, LLC held 793 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 793 shares
    Change vs previous 13F +118 shares

    0.12% of the 13F portfolio, value $394,874.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 675 shares
    Change vs previous 13F +49 shares

    0.15% of the 13F portfolio, value $337,763.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    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 626 shares
    Change vs previous 13F +178 shares

    0.17% of the 13F portfolio, value $299,541.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    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 448 shares
    Change vs previous 13F -55 shares

    0.15% of the 13F portfolio, value $225,187.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    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 503 shares
    Change vs previous 13F +503 shares

    0.21% of the 13F portfolio, value $252,878.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    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 0 shares
    Change vs previous 13F -482 shares

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 482 shares
    Change vs previous 13F -141 shares

    0.28% of the 13F portfolio, value $256,704.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 623 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $282,393.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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