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Disclosery

PDS Planning, Inc: BRK-B position timeline

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

PDS Planning, Inc held 30,747 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,747 shares
    Change vs previous 13F +6 shares

    0.89% of the 13F portfolio, value $15,385,491.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 30,741 shares
    Change vs previous 13F +1,769 shares

    0.97% of the 13F portfolio, value $14,731,087.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 28,972 shares
    Change vs previous 13F +957 shares

    0.97% of the 13F portfolio, value $14,562,776.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 28,015 shares
    Change vs previous 13F +880 shares

    0.97% of the 13F portfolio, value $14,084,261.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 27,135 shares
    Change vs previous 13F +1,639 shares

    0.98% of the 13F portfolio, value $13,181,369.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 25,496 shares
    Change vs previous 13F +4,006 shares

    1.14% of the 13F portfolio, value $13,578,660.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 21,490 shares
    Change vs previous 13F -228 shares

    0.87% of the 13F portfolio, value $9,740,987.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 21,718 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $9,995,927.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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