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Berkshire Hathaway shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 500 460.26
2024-06-30 $203k 500 406.80
2024-03-31 $210k 500 420.52

More positions owned by Fee-Only Financial Planning, L.C.

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Bank of America Corporation (BAC)
Vanguard World Mega Grwth Ind (MGK)
Philip Morris International (PM)

View all positions for Fee-Only Financial Planning, L.C.

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