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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

BRK.B holding history

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

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
680
Value
$340.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026680$340.3K0.1%00.0%UnchangedHolders
Q1 2026680$325.9K0.1%−11−1.6%ReducedHolders
Q4 2025691$347.3K0.1%00.0%UnchangedHolders
Q3 2025691$347.4K0.1%00.0%UnchangedHolders
Q2 2025691$335.7K0.1%+20+3.0%AddedHolders
Q1 2025671$357.4K0.2%00.0%UnchangedHolders
Q4 2024671$304.2K0.1%−59−8.1%ReducedHolders
Q3 2024730$336.0K0.2%−130−15.1%ReducedHolders
Q2 2024860$349.8K0.2%00.0%UnchangedHolders
Q1 2024860$361.6K0.2%00.0%UnchangedHolders
Q4 2023860$306.7K0.2%00.0%UnchangedHolders
Q3 2023860$301.3K0.2%00.0%UnchangedHolders
Q2 2023860$293.3K0.2%−32−3.6%ReducedHolders
Q1 2023892$275.6K0.2%+14+1.6%AddedHolders
Q4 2022878$271.2K0.2%−30−3.3%ReducedHolders
Q3 2022908$242.0K0.2%00.0%UnchangedHolders
Q2 2022908$248.0K0.2%00.0%UnchangedHolders
Q1 2022908$320.0K0.2%00.0%UnchangedHolders
Q4 2021908$284.0K0.1%−30−3.2%ReducedHolders
Q3 2021938$271.0K0.1%00.0%UnchangedHolders
Q2 2021938$263.0K0.1%00.0%UnchangedHolders
Q1 2021938$251.0K0.1%––Holders

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