Berkshire Hathaway shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 8.5k | 502.73 |
| 2025-06-30 | $3.8M | 7.9k | 485.80 |
| 2025-03-31 | $4.1M | 7.6k | 532.61 |
| 2024-12-31 | $3.1M | 6.7k | 453.25 |
| 2024-09-30 | $3.0M | 6.5k | 460.23 |
| 2024-06-30 | $2.4M | 5.9k | 406.77 |
| 2024-03-31 | $2.3M | 5.5k | 420.48 |
| 2023-12-31 | $1.9M | 5.3k | 356.70 |
| 2023-09-30 | $1.8M | 5.2k | 350.34 |
| 2023-06-30 | $1.8M | 5.2k | 340.97 |
| 2023-03-31 | $1.6M | 5.1k | 308.80 |
| 2022-12-31 | $1.4M | 4.5k | 308.94 |
| 2022-09-30 | $1.2M | 4.4k | 266.91 |
| 2022-06-30 | $618k | 2.3k | 272.85 |
| 2022-03-31 | $856k | 2.4k | 352.84 |
| 2021-12-31 | $667k | 2.2k | 298.84 |
| 2021-09-30 | $465k | 1.7k | 272.73 |
| 2021-06-30 | $471k | 1.7k | 277.88 |
| 2021-03-31 | $429k | 1.7k | 255.36 |
| 2020-12-31 | $386k | 1.7k | 231.97 |
| 2020-09-30 | $354k | 1.7k | 212.74 |
| 2020-06-30 | $310k | 1.7k | 178.78 |
| 2020-03-31 | $310k | 1.7k | 182.68 |
| 2019-12-31 | $350k | 1.5k | 226.24 |
| 2019-09-30 | $319k | 1.5k | 207.68 |
| 2019-06-30 | $327k | 1.5k | 212.89 |
| 2019-03-31 | $309k | 1.5k | 201.17 |
| 2018-12-31 | $324k | 1.6k | 204.03 |
| 2018-09-30 | $321k | 1.5k | 214.29 |
| 2018-06-30 | $261k | 1.4k | 186.70 |
| 2018-03-31 | $279k | 1.4k | 199.57 |
| 2017-12-31 | $275k | 1.4k | 198.13 |
| 2017-09-30 | $254k | 1.4k | 183.00 |
| 2017-06-30 | $242k | 1.4k | 169.47 |
| 2017-03-31 | $243k | 1.5k | 166.67 |
| 2016-12-31 | $221k | 1.4k | 162.74 |
| 2016-09-30 | $218k | 1.5k | 144.56 |
| 2016-06-30 | $218k | 1.5k | 144.56 |
| 2016-03-31 | $212k | 1.5k | 142.00 |
| 2012-12-31 | $111k | 1.2k | 89.88 |
| 2012-09-30 | $107k | 1.2k | 86.64 |
| 2012-06-30 | $111k | 1.3k | 83.15 |
| 2012-03-31 | $116k | 1.4k | 80.84 |
| 2011-12-31 | $109k | 1.4k | 75.96 |
| 2011-09-30 | $97k | 1.3k | 72.66 |
| 2010-12-31 | $87k | 1.0k | 84.21 |