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Berkshire Hathaway shares owned by Brewster Financial Planning

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

Historical chart of Brewster Financial Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Brewster Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $274k 604 453.28
2024-09-30 $278k 604 460.26
2024-06-30 $246k 604 406.80
2024-03-31 $240k 570 420.52
2023-12-31 $203k 570 356.66

More positions owned by Brewster Financial Planning

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Brewster Financial Planning

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
FMR
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway