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Disclosery

Plan A Wealth LLC: BRK-A position timeline

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

Plan A Wealth LLC held 20 BRK-A shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20 shares
    Change vs previous 13F -5 shares

    5.33% of the 13F portfolio, value $14,940,100.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25 shares
    Change vs previous 13F 0 shares

    7.96% of the 13F portfolio, value $18,721,250.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth 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 25 shares
    Change vs previous 13F -4 shares

    8.6% of the 13F portfolio, value $17,953,500.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth 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 29 shares
    Change vs previous 13F 0 shares

    10.71% of the 13F portfolio, value $21,889,200.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth 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 29 shares
    Change vs previous 13F -1 shares

    11.13% of the 13F portfolio, value $21,871,800.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth 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 30 shares
    Change vs previous 13F 0 shares

    12.39% of the 13F portfolio, value $21,864,000.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30 shares
    Change vs previous 13F 0 shares

    18.57% of the 13F portfolio, value $23,953,248.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth 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 30 shares
    Change vs previous 13F not available

    18.68% of the 13F portfolio, value $20,427,600.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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