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Berkshire Hathaway shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 758 460.44
2024-06-30 $600k 1.5k 406.88
2024-03-31 $622k 1.5k 420.60
2023-12-31 $520k 1.5k 356.66
2023-09-30 $514k 1.5k 350.37

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Ishares Tr Rus Mid Cap Etf (IWR)
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway