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
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Quarterly reported holdings in Berkshire Hathaway by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $215k | 428 | 502.65 |
| 2025-03-31 | $251k | 472 | 532.58 |
| 2024-12-31 | $214k | 472 | 453.28 |
| 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 |