Berkshire Hathaway shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 5.9k | 502.78 |
| 2025-06-30 | $2.6M | 5.3k | 485.76 |
| 2025-03-31 | $2.3M | 4.3k | 532.58 |
| 2024-12-31 | $1.7M | 3.7k | 453.39 |