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Disclosery

Plancorp, LLC: BRK-B position timeline

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

Plancorp, LLC held 15,038 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,038 shares
    Change vs previous 13F -2,910 shares

    0.18% of the 13F portfolio, value $7,471,687.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 17,948 shares
    Change vs previous 13F -5 shares

    0.24% of the 13F portfolio, value $8,613,300.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 17,953 shares
    Change vs previous 13F +293 shares

    0.27% of the 13F portfolio, value $9,024,133.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 17,660 shares
    Change vs previous 13F -790 shares

    0.28% of the 13F portfolio, value $8,878,446.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 18,450 shares
    Change vs previous 13F +624 shares

    0.31% of the 13F portfolio, value $8,962,347.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 17,826 shares
    Change vs previous 13F +675 shares

    0.38% of the 13F portfolio, value $9,493,804.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 17,151 shares
    Change vs previous 13F +943 shares

    0.32% of the 13F portfolio, value $7,774,233.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 16,208 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,459,922.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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