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Berkshire Hathaway shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $292k 694 420.52

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of New York Mellon
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway