Berkshire Hathaway shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 40k | 502.74 |
| 2025-06-30 | $20M | 41k | 485.77 |
| 2025-03-31 | $23M | 44k | 532.58 |
| 2024-12-31 | $20M | 45k | 453.28 |
| 2024-09-30 | $21M | 45k | 460.26 |
| 2024-06-30 | $19M | 47k | 406.80 |
| 2024-03-31 | $20M | 48k | 420.52 |
| 2023-12-31 | $17M | 49k | 356.66 |
| 2023-09-30 | $17M | 49k | 350.30 |
| 2023-06-30 | $17M | 50k | 341.00 |
| 2023-03-31 | $16M | 51k | 308.77 |
| 2022-12-31 | $16M | 52k | 308.90 |