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Disclosery

XY Planning Network, Inc.: BRK-B position timeline

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

XY Planning Network, Inc. held 3,362 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,362 shares
    Change vs previous 13F +332 shares

    0.18% of the 13F portfolio, value $1,674,108.

    13F-HR 0001754960-26-000864 filed by XY Planning Network, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,030 shares
    Change vs previous 13F -141 shares

    0.19% of the 13F portfolio, value $1,516,182.

    13F-HR 0001754960-26-000525 filed by XY Planning Network, Inc.
    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 3,171 shares
    Change vs previous 13F +709 shares

    0.24% of the 13F portfolio, value $1,517,324.

    13F-HR 0001754960-26-000253 filed by XY Planning Network, Inc.
    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 2,462 shares
    Change vs previous 13F +742 shares

    0.22% of the 13F portfolio, value $1,237,525.

    13F-HR 0001754960-26-000116 filed by XY Planning Network, Inc.
    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 1,720 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $835,525.

    13F-HR 0001754960-25-000789 filed by XY Planning Network, Inc.
    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 1,720 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $835,525.

    13F-HR 0001754960-25-000409 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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