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Asset Planning,Inc → BRK/A

Asset Planning,Inc BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$1.7M
Q2 2026$1.6M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M3.1K——
Q2 2026$1.6M3.1K——
Q1 2026$1.7M3.6K——
Q4 2025$1.8M3.7K——

Other funds holding BRK/A

Other Asset Planning,Inc positions

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Eli Lilly & Co

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LLY

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$14.5M
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LLY

Eli Lilly & Co

$12.4M