Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.A overview All 13F holders of BRK.A Full Q2 2026 holdings

Shares (Q2 2026): 218
Value: $163.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BRK.A by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	218	$163.2M	0.1%	−7−3.1%	Reduced	Holders
Q1 2026	225	$161.5M	0.1%	+5+2.3%	Added	Holders
Q4 2025	220	$166.0M	0.1%	+25+12.8%	Added	Holders
Q3 2025	195	$147.0M	0.1%	−4−2.0%	Reduced	Holders
Q2 2025	199	$145.0M	0.1%	−2−1.0%	Reduced	Holders
Q1 2025	201	$160.4M	0.2%	+190+1,727.3%	Added	Holders
Q4 2024	11	$7.49M	<0.1%	+4+57.1%	Added	Holders
Q3 2024	7	$4.84M	<0.1%	+2+40.0%	Added	Holders
Q2 2024	5	$3.06M	<0.1%	00.0%	Unchanged	Holders
Q1 2024	5	$3.17M	<0.1%	00.0%	Unchanged	Holders
Q4 2023	5	$2.44M	<0.1%	00.0%	Unchanged	Holders
Q3 2023	5	$2.39M	<0.1%	−114−95.8%	Reduced	Holders
Q2 2023	119	$61.6M	0.1%	00.0%	Unchanged	Holders
Q1 2023	119	$55.4M	0.1%	00.0%	Unchanged	Holders
Q4 2022	119	$55.7M	0.1%	+2+1.7%	Added	Holders
Q3 2022	117	$47.5M	0.1%	−47−28.7%	Reduced	Holders
Q2 2022	164	$67.0M	0.1%	−6−3.5%	Reduced	Holders
Q1 2022	170	$89.9M	0.1%	+1+0.6%	Added	Holders
Q4 2021	169	$76.1M	0.1%	+3+1.8%	Added	Holders
Q3 2021	166	$68.3M	0.1%	+43+35.0%	Added	Holders
Q2 2021	123	$51.5M	0.1%	−82−40.0%	Reduced	Holders
Q1 2021	205	$79.0M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.