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Berkshire Hathaway shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 2.5k 503.67

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View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Berkshire Hathaway

Vinva Investment Management
FMR
First Manhattan
Norges Bank Investment Management
Vestor Capital Corp
Vista Capital Partners
Lester Murray Antman dba SimplyRich
McMill Wealth Management
Coldstream Capital Management
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Vanguard Portfolio Management
HighTower Advisors
Gardner Russo & Gardner
Everett Harris & Co
Vanguard Capital Management

View all funds holding Berkshire Hathaway