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Peak Planning Group, LLC: BRK-B position timeline

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

Peak Planning Group, LLC held 53,838 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,838 shares
    Change vs previous 13F +971 shares

    6.08% of the 13F portfolio, value $26,939,844.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, LLC
    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 52,867 shares
    Change vs previous 13F +387 shares

    7.02% of the 13F portfolio, value $25,333,720.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, LLC
    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 52,480 shares
    Change vs previous 13F +20,522 shares

    7.4% of the 13F portfolio, value $26,378,918.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,958 shares
    Change vs previous 13F +2,896 shares

    8.37% of the 13F portfolio, value $16,066,565.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,062 shares
    Change vs previous 13F -13,472 shares

    9.03% of the 13F portfolio, value $14,117,448.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,534 shares
    Change vs previous 13F +3,956 shares

    9.53% of the 13F portfolio, value $22,652,595.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, LLC
    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 38,578 shares
    Change vs previous 13F +2,811 shares

    7.29% of the 13F portfolio, value $17,486,498.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,767 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $16,461,979.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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