BEACON FINANCIAL PLANNING, INC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in BEACON FINANCIAL PLANNING, INC  ·  14 quarters on record

AI Ownership Summary

BEACON FINANCIAL PLANNING, INC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.13% in 2024 Q1. The latest visible filing shows BRK/B at 8.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON FINANCIAL PLANNING, INC's position in BERKSHIRE HATHAWAY INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 8.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page BEACON FINANCIAL PLANNING, INC fund profile BEACON FINANCIAL PLANNING, INC full holdings
How BEACON FINANCIAL PLANNING, INC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 43,093 +4,257 +11.0% 8.00% $20.7M 2026-04-22 $465.40
2025 Q4 REDUCED — — — 38,836 -1,206 -3.0% 9.41% $19.5M 2026-01-22 $484.49
2025 Q3 REDUCED — — — 40,042 -1,187 -2.9% 10.42% $20.1M 2025-10-28 $481.44
2025 Q2 REDUCED — — — 41,229 -2,515 -5.7% 11.18% $20.0M 2025-07-15 $470.13
2025 Q1 REDUCED — — — 43,744 -1,108 -2.5% 13.39% $23.3M 2025-04-25 $530.96
2024 Q4 REDUCED — — — 44,852 -414 -0.9% 11.83% $20.3M 2025-01-27 $474.70
2024 Q3 REDUCED — — — 45,266 -1,777 -3.8% 12.86% $20.8M 2024-10-24 $457.77
2024 Q2 REDUCED — — — 47,043 -1,094 -2.3% 13.00% $19.1M 2024-07-18 $441.82
2024 Q1 REDUCED — — — 48,137 -356 -0.7% 14.13% $20.2M 2024-04-22 $408.78
2023 Q4 REDUCED — — — 48,493 -505 -1.0% 13.54% $17.3M 2024-01-29 $383.18
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About BEACON FINANCIAL PLANNING, INC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON FINANCIAL PLANNING, INC reported owning BRK/B?

BEACON FINANCIAL PLANNING, INC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BEACON FINANCIAL PLANNING, INC's portfolio?

The largest reported portfolio weight for BRK/B was 14.13% in 2024 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when BEACON FINANCIAL PLANNING, INC reported 43,093 shares, equal to 8.00% of portfolio, with an estimated market value of $20.7M.

What does the chart on this BRK/B ownership page compare?

The chart compares BEACON FINANCIAL PLANNING, INC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON FINANCIAL PLANNING, INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BEACON FINANCIAL PLANNING, INC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on BRK/B relative to SPY over the holding period was -5.7%.

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