Berkshire Hathaway shares owned by LifePlan Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by LifePlan Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $750k | 1.6k | 460.26 |
2024-06-30 | $753k | 1.9k | 406.80 |
2024-03-31 | $803k | 1.9k | 420.52 |
2023-12-31 | $683k | 1.9k | 356.66 |