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Berkshire Hathaway shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 7.7k 502.74
2025-06-30 $3.9M 8.0k 485.74
2025-03-31 $3.7M 7.0k 532.54
2024-12-31 $3.2M 7.1k 453.31