Berkshire Hathaway Inc.
PL ˙ WSE
1.702,00 PLN 0,00 (0,00%)
2026-05-07
DEL PRIS
SecurityPL:BRKB / Berkshire Hathaway Inc.
InstitutionSummit Wealth & Retirement Planning, Inc.
Latest Disclosed Ownership3,845 shares
Latest Disclosed Value $ 1,842,524
Summit Wealth & Retirement Planning, Inc. reports 0.31% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 8, 2026 - Summit Wealth & Retirement Planning, Inc. filed a 13F-HR form disclosing ownership of 3,845 shares of Berkshire Hathaway Inc. (PL:BRKB) valued at $7,044,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,833 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.31% during the quarter. The current value of the position is $6,544,190 USD.

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.

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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)
2026-05-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,845 12 0.31 1,843 -4.36 0.4397
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,833 -61 -1.57 1,927 -1.58 0.4537
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,894 11 0.28 1,958 3.76 0.4812
2025-08-06 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,883 1,864 92.32 1,886 75.44 0.5064
2025-05-05 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,019 71 3.64 1,075 21.88 0.3295
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,948 280 16.79 883 14.99 0.2733
2024-11-01 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,668 -617 -27.00 768 -17.44 0.2451
2024-08-07 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,285 571 33.31 930 29.03 0.3165
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,714 643 60.04 721 88.98 0.2570
2024-02-01 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,071 0 0.00 382 1.60 0.1614
2023-10-25 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,071 0 0.00 375 2.74 0.1509
2023-07-26 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,071 31 2.98 365 13.71 0.1437
2023-05-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 0 0.00 321 0.00 0.1201
2023-02-13 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 0 0.00 321 15.47 0.1306
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 0 0 0.1305
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 0 0.00 278 -2.11 0.1106
2022-08-02 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,040 1,040 284 0.1090
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -2,271 -100.00 0 -100.00
2020-08-13 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,271 -634 -21.82 405 -23.73 0.1900
2020-05-11 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,905 -1,097 -27.41 531 -41.39 0.2838
2020-02-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,002 -1,238 -23.63 906 -16.88 0.4034
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,240 0 0.00 1,090 -2.42 0.6586
2019-08-06 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,240 0 0.00 1,117 6.08 0.6533
2019-05-08 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,240 5,240 1,053 0.6254
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.