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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Peak 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)
53,838
Value
$26.9M
% of portfolio
6.1%
Quarters held
20
Since Q1 2021
Holdings of BRK.B by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,838$26.9M6.1%+971+1.8%AddedHolders
Q1 202652,867$25.3M7.0%+387+0.7%AddedHolders
Q4 202552,480$26.4M7.4%+20,522+64.2%AddedHolders
Q3 202531,958$16.1M8.4%+2,896+10.0%AddedHolders
Q2 202529,062$14.1M9.0%−13,472−31.7%ReducedHolders
Q1 202542,534$22.7M9.5%+3,956+10.3%AddedHolders
Q4 202438,578$17.5M7.3%+2,811+7.9%AddedHolders
Q3 202435,767$16.5M7.2%+2,221+6.6%AddedHolders
Q2 202433,546$13.6M6.7%+2,322+7.4%AddedHolders
Q1 202431,224$13.1M8.2%+1,193+4.0%AddedHolders
Q4 202330,031$10.7M7.7%−197−0.7%ReducedHolders
Q3 202330,228$10.6M8.3%+432+1.4%AddedHolders
Q2 202329,796$10.2M7.5%+1,976+7.1%AddedHolders
Q1 202327,820$8.59M7.0%+2,958+11.9%AddedHolders
Q4 202224,862$7.68M6.8%+16,881+211.5%AddedHolders
Q3 20227,981$2.13M2.0%+417+5.5%AddedHolders
Q2 20227,564$2.07M1.7%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20216,649$1.99M1.5%−166−2.4%ReducedHolders
Q3 20216,815$1.86M1.6%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20217,544$1.93M1.9%––Holders

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