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WealthPLAN Partners, LLC → BRK/A

WealthPLAN Partners, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
15
Latest value
$30.8M
Q3 2026
Peak value
$36M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$13K
Q3 2025$36M
Q4 2025$1.5M
Q4 2025$35.5M
Q4 2025$8K
Q1 2026$1.4M
Q1 2026$7K
Q1 2026$31.9M
Q2 2026$1.5M
Q2 2026$8K
Q2 2026$31.6M
Q3 2026$1.5M
Q3 2026$7K
Q3 2026$30.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30.8M61.9K——
Q3 2026$7K15——
Q3 2026$1.5M2——
Q2 2026$31.6M63.1K——
Q2 2026$8K15——
Q2 2026$1.5M2——
Q1 2026$31.9M66.6K——
Q1 2026$7K15——
Q1 2026$1.4M2——
Q4 2025$8K15——
Q4 2025$35.5M70.7K——
Q4 2025$1.5M2——
Q3 2025$36M71.6K——
Q3 2025$13K26——
Q3 2025$1.5M2——

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