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Berkshire Hathaway shares owned by Estate Planners Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 742 502.65

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas
H&H International Investment
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway