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Berkshire Hathaway shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 485 460.26
2021-03-31 $36k 139 258.99
2020-12-31 $10k 43 232.56
2020-09-30 $20k 95 210.53

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Select Sector Spdr Tr Technology (XLK)
Tidal Tr Ii Clockwise Core E (TIME)
Ishares Tr S&p 100 Etf (OEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Fidelity Covington Trust Fundamental Larg (FFLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway