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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
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

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Berkshire Hathaway

Vanguard Group
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
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway