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Plan Group Financial, LLC → BRK/A

Plan Group Financial, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$3.4M
Q3 2026
Peak value
$18.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.1M
Q3 2025$4.1M
Q4 2025$15.1M
Q4 2025$3.9M
Q1 2026$15.1M
Q1 2026$3.3M
Q2 2026$15.7M
Q2 2026$3.3M
Q3 2026$17M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M6.4K——
Q3 2026$17M21——
Q2 2026$3.3M6.6K——
Q2 2026$15.7M21——
Q1 2026$3.3M6.8K——
Q1 2026$15.1M21——
Q4 2025$3.9M7.8K——
Q4 2025$15.1M20——
Q3 2025$4.1M8.2K——
Q3 2025$18.1M24——

Other funds holding BRK/A

Other Plan Group Financial, LLC positions

ETHA

ISHARES TR

$20.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.6M
QCOM

PACER FDS TR

$17.6M
VGES

VANGUARD INDEX FDS

$17.3M
VGES

VANGUARD INDEX FDS

$17.1M
BLK

ISHARES TR

$16.3M
BLK

ISHARES TR

$16.1M
QCOM

PACER FDS TR

$15.5M