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Center for Financial Planning, Inc. → BRK/A

Center for Financial Planning, Inc. BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
9
Latest value
$7.7M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$14.3M
Q3 2025$7.2M
Q4 2025$14.3M
Q4 2025$7.7M
Q1 2026$13.6M
Q1 2026$7.2M
Q2 2026$14.2M
Q2 2026$7.6M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M15.6K——
Q2 2026$7.6M15.3K——
Q2 2026$14.2M19——
Q1 2026$7.2M15.1K——
Q1 2026$13.6M19——
Q4 2025$7.7M15.3K——
Q4 2025$14.3M19——
Q3 2025$7.2M14.4K——
Q3 2025$14.3M19——

Other funds holding BRK/A

Other Center for Financial Planning, Inc. positions

VGES

VANGUARD INDEX FDS

$386.2M
VGES

VANGUARD INDEX FDS

$376.9M
VGES

VANGUARD INDEX FDS

$339.5M
VGES

VANGUARD INDEX FDS

$329.4M
VGES

VANGUARD INDEX FDS

$325.2M
ETHA

ISHARES TR

$107.3M
ETHA

ISHARES TR

$106.2M
ETHA

ISHARES TR

$104.5M