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Disclosery

Creative Planning: BRK-B position timeline

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

Creative Planning held 2,847,386 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,847,386 shares
    Change vs previous 13F +9,542 shares

    0.83% of the 13F portfolio, value $1,424,803,330.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 2,837,844 shares
    Change vs previous 13F -17,229 shares

    0.92% of the 13F portfolio, value $1,359,894,658.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 2,855,073 shares
    Change vs previous 13F +61,039 shares

    1.03% of the 13F portfolio, value $1,435,102,423.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 2,794,034 shares
    Change vs previous 13F +29,548 shares

    1.07% of the 13F portfolio, value $1,404,672,386.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 2,764,486 shares
    Change vs previous 13F +2,839 shares

    1.15% of the 13F portfolio, value $1,342,904,099.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 2,761,647 shares
    Change vs previous 13F +60,458 shares

    1.38% of the 13F portfolio, value $1,470,798,140.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 2,701,189 shares
    Change vs previous 13F -7,818 shares

    1.19% of the 13F portfolio, value $1,224,395,143.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 2,709,007 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,240,917,052.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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