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Berkshire Hathaway shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 1 691180.00
2024-06-30 $612k 1 612241.00
2024-03-31 $634k 1 634440.00
2023-12-31 $543k 1 542625.00

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Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
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Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
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Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

Top funds holding Berkshire Hathaway

FMR
Baldwin Brothers
First Manhattan
Toron Capital Markets
CI Private Wealth
Vista Capital Partners
Vanguard Group
English Capital Management
Gardner Russo & Gardner
Pflug Koory
HighTower Advisors
Davis Selected Advisers
CPA Asset Management
Everett Harris & Co
Pnc Financial Services

View all funds holding Berkshire Hathaway