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Berkshire Hathaway shares owned by Laurel Wealth Planning

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Laurel Wealth Planning from 13F filings

Historical chart of Laurel Wealth Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 1 691000.00

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Esg Awr Msci Em (ESGE)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Msci Jpn Etf New (EWJ)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

Top funds holding Berkshire Hathaway

International Assets Investment Management
First Manhattan
CI Private Wealth
Vista Capital Partners
Vanguard Group
English Capital Management
Gardner Russo & Gardner
HighTower Advisors
Davis Selected Advisers
CPA Asset Management
Everett Harris & Co
Pnc Financial Services
Morgan Stanley
Hikari Tsushin
Markel Corporation

View all funds holding Berkshire Hathaway