Berkshire Hathaway shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.2k | 502.72 |
| 2025-06-30 | $1.5M | 3.2k | 485.75 |
| 2025-03-31 | $1.3M | 2.4k | 532.55 |
| 2024-12-31 | $873k | 1.9k | 453.24 |
| 2024-09-30 | $858k | 1.9k | 460.22 |
| 2024-06-30 | $726k | 1.8k | 406.77 |
| 2024-03-31 | $712k | 1.7k | 420.48 |
| 2023-12-31 | $644k | 1.8k | 356.63 |
| 2023-09-30 | $535k | 1.5k | 350.27 |
| 2023-06-30 | $548k | 1.6k | 340.92 |
| 2023-03-31 | $391k | 1.3k | 308.77 |
| 2022-12-31 | $391k | 1.3k | 308.90 |
| 2022-09-30 | $338k | 1.3k | 267.19 |
| 2022-06-30 | $342k | 1.3k | 273.38 |
| 2022-03-31 | $409k | 1.2k | 353.20 |
| 2021-12-31 | $387k | 1.3k | 299.07 |
| 2021-09-30 | $351k | 1.3k | 273.15 |