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SwitchPoint Financial Planning, LLC: BRK-B position timeline

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

SwitchPoint Financial Planning, LLC held 1,324 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,324 shares
    Change vs previous 13F +26 shares

    0.38% of the 13F portfolio, value $662,628.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 1,298 shares
    Change vs previous 13F +18 shares

    0.42% of the 13F portfolio, value $622,108.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 1,280 shares
    Change vs previous 13F +26 shares

    0.45% of the 13F portfolio, value $643,503.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 1,254 shares
    Change vs previous 13F +34 shares

    0.46% of the 13F portfolio, value $630,548.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 1,220 shares
    Change vs previous 13F +265 shares

    0.49% of the 13F portfolio, value $592,747.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 955 shares
    Change vs previous 13F -985 shares

    0.48% of the 13F portfolio, value $508,614.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, 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 1,940 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $879,363.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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