Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAsset Planning Services Inc /la/ /adv
Latest Disclosed Ownership1,815 shares
Latest Disclosed Value $ 870
Asset Planning Services Inc /la/ /adv ownership in BRKB / Berkshire Hathaway Inc.

On April 21, 2026 - Asset Planning Services Inc /la/ /adv filed a 13F-HR form disclosing ownership of 1,815 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $870 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,815 shares of Berkshire Hathaway Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F Berkshire Hathaway Cl B COM 084670702 1,815 0 0.00 1 0.3815
2026-01-16 2025-12-31 13F Berkshire Hathaway Cl B COM 084670702 1,815 -150 -7.63 1 0.4029
2025-10-16 2025-09-30 13F Berkshire Hathaway Cl B COM 084670702 1,965 0 0.00 1 0.4163
2025-07-22 2025-06-30 13F Berkshire Hathaway Cl B COM 084670702 1,965 0 0.00 1 -100.00 0.4391
2025-06-09 2025-03-31 13F/A-1 Berkshire Hathaway Cl B COM 084670702 1,965 0 0.00 1 0.5323
2025-04-23 2025-03-31 13F Berkshire Hathaway Cl B COM 084670702 1,965 0 1 0.5323
2025-01-17 2024-12-31 13F Berkshire Hathaway C1 B COM 084670702 1,965 0 0.00 1 0.4344
2024-10-22 2024-09-30 13F Berkshire Hathaway Cl B COM 084670702 1,965 -110 -5.30 1 0.4470
2024-07-25 2024-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4453
2024-04-23 2024-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4879
2024-01-16 2023-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4500
2023-10-19 2023-09-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4773
2023-07-21 2023-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4357
2023-04-21 2023-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 0.4059
2023-01-17 2022-12-31 13F/A-1 Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 1 -100.00 0.4057
2023-01-17 2022-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 1
2022-10-19 2022-09-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 554 -2.29 0.3891
2022-07-22 2022-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 567 -22.54 0.3714
2022-04-22 2022-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 732 18.06 0.4194
2022-01-18 2021-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 620 9.54 0.3339
2021-10-19 2021-09-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 566 -1.91 0.3342
2021-07-19 2021-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 577 8.87 0.3336
2021-04-20 2021-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 530 10.19 0.3202
2021-01-13 2020-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 481 8.82 0.3080
2020-10-13 2020-09-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 0 0.00 442 19.46 0.3026
2020-07-14 2020-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,075 -375 -15.31 370 -17.41 0.2671
2020-04-16 2020-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,450 0 0.00 448 -19.28 0.3699
2020-01-21 2019-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,450 0 0.00 555 8.82 0.3536
2019-10-22 2019-09-30 13F Berkshire Hathaway Cl B COM 084670702 2,450 0 0.00 510 -2.30 0.3309
2019-07-25 2019-06-30 13F Berkshire Hathaway Cl B COM 084670702 2,450 0 0.00 522 6.10 0.3396
2019-04-30 2019-03-31 13F Berkshire Hathaway Cl B COM 084670702 2,450 0 0.00 492 -1.60 0.3370
2019-01-25 2018-12-31 13F/A-1 Berkshire Hathaway Cl B COM 084670702 2,450 2,450 500 0.3800
2019-01-24 2018-12-31 13F Berkshire Hathaway Cl B COM 084670702 2,450 500
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.