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Disclosery

WealthPLAN Partners, LLC: BRK-B position timeline

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

WealthPLAN Partners, LLC held 63,155 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,155 shares
    Change vs previous 13F -3,448 shares

    6.04% of the 13F portfolio, value $31,602,131.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 66,603 shares
    Change vs previous 13F -4,089 shares

    6.18% of the 13F portfolio, value $31,916,038.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 70,692 shares
    Change vs previous 13F -972 shares

    5.31% of the 13F portfolio, value $35,533,208.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 71,664 shares
    Change vs previous 13F +13 shares

    5.4% of the 13F portfolio, value $36,028,233.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 71,651 shares
    Change vs previous 13F -3,168 shares

    5.6% of the 13F portfolio, value $34,805,785.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 74,819 shares
    Change vs previous 13F -404 shares

    5.62% of the 13F portfolio, value $39,846,970.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 75,223 shares
    Change vs previous 13F -3,552 shares

    4.84% of the 13F portfolio, value $34,096,968.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 78,775 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $36,257,096.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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