Berkshire Hathaway shares owned by Essential Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.4k | 502.74 |
| 2025-06-30 | $1.7M | 3.4k | 485.77 |
| 2025-03-31 | $1.8M | 3.4k | 532.58 |
| 2024-12-31 | $69M | 149k | 461.63 |
| 2024-09-30 | $1.6M | 3.5k | 460.26 |
| 2024-06-30 | $1.4M | 3.4k | 406.80 |
| 2024-03-31 | $1.2M | 3.5k | 356.66 |
| 2023-09-30 | $1.3M | 3.6k | 350.30 |
| 2023-06-30 | $1.2M | 3.6k | 340.81 |
| 2023-03-31 | $1.1M | 3.5k | 298.24 |
| 2022-12-31 | $1.1M | 4.0k | 267.63 |
| 2022-09-30 | $374k | 1.4k | 267.14 |