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Berkshire Hathaway shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 587 460.26
2024-06-30 $231k 568 406.80
2024-03-31 $220k 522 420.52
2023-12-31 $253k 709 356.66
2022-12-31 $396k 1.3k 308.90

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

Top funds holding Berkshire Hathaway

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Bill & Melinda Gates Foundation Trust
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Jpmorgan Chase & Co
Bank of New York Mellon
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Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway