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Berkshire Hathaway shares owned by Xena Financial Planning

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

Historical chart of Xena Financial Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 678 502.65

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Top funds holding Berkshire Hathaway

Vanguard Group
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Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
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FMR
Dimensional Fund Advisors

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