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Berkshire Hathaway shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $405k 806 502.74
2025-06-30 $239k 492 485.77
2025-03-31 $242k 455 532.58
2022-12-31 $223k 721 308.90
2022-09-30 $201k 753 266.93
2022-03-31 $246k 698 352.44

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust Portfolio Agrgte (SPAB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Waller Financial Planning Group

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway