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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

BRK.A holding history

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

BRK.A overviewAll 13F holders of BRK.AFull Q2 2026 holdings

Shares (Q2 2026)
21
Value
$15.7M
% of portfolio
3.3%
Quarters held
4
Since Q3 2025
Holdings of BRK.A by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$15.7M3.3%00.0%UnchangedHolders
Q1 202621$15.1M3.5%+1+5.0%AddedHolders
Q4 202520$15.1M3.9%−4−16.7%ReducedHolders
Q3 202524$18.1M4.9%+24NewHolders