Berkshire Hathaway shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6 | 754200.00 |
| 2025-06-30 | $48B | 66k | 728800.00 |
| 2025-03-31 | $1.6M | 2 | 798441.50 |
| 2024-12-31 | $1.4M | 2 | 705959.00 |