Skip to main content

Strategic Planning Group, LLC

SEC CIK
0001875525
Latest filing
Jul 16, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Strategic 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)
1,263
Value
$632.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of BRK.B by Strategic Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,263$632.2K0.1%−3−0.2%ReducedHolders
Q1 20261,266$606.9K0.1%−61−4.6%ReducedHolders
Q4 20251,327$667.4K0.1%−457−25.6%ReducedHolders
Q3 20251,784$897.3K0.1%−14,164−88.8%ReducedHolders
Q2 202515,948$7.75M1.3%+560+3.6%AddedHolders
Q1 202515,388$8.20M1.6%+184+1.2%AddedHolders
Q4 202415,204$6.89M1.3%+432+2.9%AddedHolders
Q3 202414,772$6.80M1.3%+617+4.4%AddedHolders
Q2 202414,155$5.76M1.3%+2,707+23.6%AddedHolders
Q1 202411,448$4.81M1.2%+1,558+15.8%AddedHolders
Q4 20239,890$3.53M1.2%–No prior filingHolders