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Berkshire Hathaway shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $523k 2.5k 213.30
2019-03-31 $528k 2.6k 200.76
2018-12-31 $573k 2.8k 204.21

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Susquehanna International
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Nuveen Asset Management

View all funds holding Berkshire Hathaway