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Berkshire Hathaway shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 822 502.74
2025-06-30 $433k 892 485.77
2025-03-31 $482k 904 532.58
2024-12-31 $390k 860 453.28

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View all positions for Next Level Wealth Planning

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway