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Disclosery

Plan A Wealth LLC: BRK-B position timeline

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

Plan A Wealth LLC held 2,874 BRK-B 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 2,874 shares
    Change vs previous 13F -311 shares

    0.51% of the 13F portfolio, value $1,431,223.

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

  2. period ended2026-06-30
    13F 3,185 shares
    Change vs previous 13F -1,442 shares

    0.68% of the 13F portfolio, value $1,593,742.

    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 4,627 shares
    Change vs previous 13F -203 shares

    1.06% of the 13F portfolio, value $2,217,258.

    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 4,830 shares
    Change vs previous 13F -281 shares

    1.19% of the 13F portfolio, value $2,427,800.

    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 5,111 shares
    Change vs previous 13F -49 shares

    1.31% of the 13F portfolio, value $2,569,504.

    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 5,160 shares
    Change vs previous 13F -346 shares

    1.42% of the 13F portfolio, value $2,506,573.

    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 5,506 shares
    Change vs previous 13F -767 shares

    2.27% of the 13F portfolio, value $2,932,385.

    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 6,273 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,843,425.

    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).