Berkshire13f

Free Excel Template to Track Berkshire Hathaway’s Portfolio

Warren Buffett fans like to track the billionaire investor’s moves, and a good way to do that is through Berkshire Hathaway’s 13f filings. His company reports its holdings every quarter, showing where there were changes in its positions. By looking at multiple filings, investors can track the changes from one period to another. With this free template, you can do that quickly and easily all on your own. All you have to do is specify the specific filings that you want to compare to one another.

How the template works

This template uses PowerQuery to grab the data from the 13f filings. It will then compare the two to find the changes in share count.

There are only two inputs you need for the template, both are on the Current.Holdings tab. You’ll need to paste the URL for the current 13f filing and the previous one (or whichever filings you want to compare against one another). It can sometimes be a bit tricky to get exactly what you’re after. Here’s how you can find the 13f filings for Berkshire Hathaway to use in this template:

  1. Click on the following link, which has company’s filings on the SEC website: https://www.sec.gov/edgar/browse/?CIK=1067983 (this link is included within the template).
  2. Click on the View filings button on the page.
  3. Do a search for 13f so that you can see just the 13f filings on that page:
Berkshire Hathaway's 13f filings on the SEC website.

4. Find the reporting period you want and click on the Filing button — don’t click on the actual description next to it.

5. When you open up the link, you should see multiple files you can open. Select the information table that is in html format:

Selecting the information table in HTML format from the SEC website.

When you open the file, you should see the holdings in a table format:

13f filing for Berkshire Hathaway.

If this is what you see, then the link you’ve downloaded will work. Note, on older 13f filings (e.g. 2013 and older), the format is in a text file and they won’t work with this template.

6. Copy the link and enter it into one of the fields on this template, either for the new filing or the old one.

Entries for the old and new 13f filings.

7. Once you’ve filled in both the new and old links, then go to the Data tab in Excel and click on Refresh All. This will update the queries that the template relies on, and calculate the changes.

Now the different sheets will update:

  • Current.Holdings: this will show you the current holdings as per the New13f file
  • Change.In.Holdings: this will show you the change between the two filings. The change will be reflected in total shares and as a % of change in shares.
  • Old.Holdings: this will show the number of shares held per the Old13f file.
Summary of Berkshire Hathaway's holdings per their latest 13f filing.

Download the template

This template is completely free to use and you can download the Berkshire Hathaway 13f Template here.


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SubscriptionTemplate

Manage Your Subscriptions With This Free Template

Nowadays, everything is available on a subscription. Even BMW now offers heated seats on a recurring subscription. It can be a challenge to keep on track of all your subscriptions, including when they renew and when trials end. However, I have a free template just for these purposes. With my free template, you can stay on top of your subscriptions and see just how much you are spending on them on a monthly and annual basis.

How the subscription manager template works

This template has no macros and is designed to be easy to update and track. Here’s how it looks:

There are multiple charts to show you the annualized cost of your subscriptions and the monthly cost (which is shown by category). This can be effective for budgeting purposes to know how much all of these subscriptions are costing you.

To add a subscription, simply add it to the bottom of the table. You can enter a category name, a frequency, amount, as well as subscription and renewal dates. The columns that have headers highlighted in grey don’t need to be updated as there are formulas there. This is where the amounts for the monthly and annual costs get calculated. Whether your subscription is paid monthly or annually, these columns will work out the calculation to determine what it costs you both on an monthly and annual basis. That way, you don’t need to worry about grouping monthly and annual subscriptions separately.

There’s also another column called Days to Action — this will calculate the days between today’s date and the renewal date. It will highlight in yellow when you are within 30 days of the renewal date, and it will turn red when you’re within two weeks of it. The point here is to give you a warning that a renewal is coming up (or a trial is ending). This can help you prevent forgetting about it and incurring a surprise fee. If you don’t care to track this, you can just leave the renewal date blank.

Updating the data in the template

When you enter a new line for a subscription or want to make modifications to one, the charts won’t automatically update as there are no macros within the file. In order to trigger an update, go to the Data tab and click on the Refresh All button. Upon doing so, your charts will be updated.

If you want to remove a subscription, simply right-click on the row and delete it. If you’re within the table, then while you’re on the row, right-click and select Delete. You’ll see an option to remove Table Rows. Either method will work fine.

Download the subscription manager template

The subscription manager template is available here


If you like the Subscription Manager Template, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow us on Twitter and YouTube.