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LifePro Asset Management: BRK-B position timeline

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

LifePro Asset Management held 774 BRK-B shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 774 shares
    Change vs previous 13F +28 shares

    0.22% of the 13F portfolio, value $356,241.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 746 shares
    Change vs previous 13F -7 shares

    0.22% of the 13F portfolio, value $303,473.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 753 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $316,652.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 803 shares
    Change vs previous 13F -1,188 shares

    0.22% of the 13F portfolio, value $286,398.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 1,991 shares
    Change vs previous 13F -999 shares

    0.58% of the 13F portfolio, value $697,447.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 2,990 shares
    Change vs previous 13F +2,148 shares

    0.79% of the 13F portfolio, value $1,019,590.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 842 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $260,094.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 842 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $260,094.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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