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Livermore
Livermore
ZHEN

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Phillips Wealth Planners 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)
656
Value
$330.6K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of BRK.B by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026656$330.6K0.2%00.0%UnchangedHolders
Q1 2026656$314.6K0.2%−19−2.8%ReducedHolders
Q4 2025675$326.6K0.3%+34+5.3%AddedHolders
Q3 2025641$320.5K0.3%00.0%UnchangedHolders
Q2 2025641$306.1K0.3%+1+0.2%AddedHolders
Q1 2025640$335.4K0.4%−9−1.4%ReducedHolders
Q4 2024649$287.3K0.3%00.0%UnchangedHolders
Q3 2024649$302.2K0.3%−25−3.7%ReducedHolders
Q2 2024674$278.9K0.3%−55−7.5%ReducedHolders
Q1 2024729$289.4K0.3%−10−1.4%ReducedHolders
Q4 2023739$267.8K0.3%−19−2.5%ReducedHolders
Q3 2023758$256.7K0.3%−3−0.4%ReducedHolders
Q2 2023761$259.5K0.3%−147−16.2%ReducedHolders
Q1 2023908$299.8K0.4%+908NewHolders