Berkshire Hathaway shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.6k | 502.74 |
| 2025-06-30 | $1.1M | 2.2k | 485.77 |
| 2025-03-31 | $1.5M | 2.9k | 532.58 |
| 2024-12-31 | $1.6M | 3.5k | 453.28 |
| 2023-12-31 | $917k | 2.6k | 356.66 |
| 2023-09-30 | $315k | 900 | 350.30 |
| 2022-12-31 | $323k | 1.0k | 308.90 |
| 2022-03-31 | $272k | 770 | 353.25 |
More positions owned by Spartan Planning & Wealth Management
View all positions for Spartan Planning & Wealth Management