Berkshire Hathaway shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Berkshire Hathaway
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Download as csvQuarterly reported holdings in Berkshire Hathaway by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 19 | 754200.00 |
| 2025-06-30 | $14M | 19 | 728800.00 |
| 2025-03-31 | $15M | 19 | 798441.63 |
| 2024-12-31 | $13M | 19 | 680920.00 |
| 2024-09-30 | $13M | 19 | 691180.00 |
| 2024-06-30 | $12M | 19 | 612241.00 |
| 2024-03-31 | $12M | 19 | 634440.00 |
| 2023-12-31 | $10M | 19 | 542625.05 |
| 2023-09-30 | $10M | 19 | 531477.00 |
| 2023-06-30 | $9.8M | 19 | 517810.00 |
| 2023-03-31 | $8.8M | 19 | 465600.00 |
| 2022-12-31 | $8.9M | 19 | 468710.95 |
| 2022-09-30 | $7.7M | 19 | 406473.68 |
| 2022-06-30 | $7.8M | 19 | 408947.37 |
| 2022-03-31 | $10M | 19 | 528894.74 |
| 2021-12-31 | $8.6M | 19 | 450684.21 |
| 2021-09-30 | $7.8M | 19 | 411368.42 |
| 2021-06-30 | $8.0M | 19 | 418578.95 |
| 2021-03-31 | $7.3M | 19 | 385684.21 |
| 2020-12-31 | $6.6M | 19 | 347789.47 |
| 2020-09-30 | $6.1M | 19 | 320000.00 |
| 2020-06-30 | $5.1M | 19 | 267315.79 |
| 2020-03-31 | $5.2M | 19 | 272000.00 |
| 2019-12-31 | $6.5M | 19 | 339578.95 |
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