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Berkshire Hathaway shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.4k 502.64
2025-06-30 $977k 2.0k 485.65
2025-03-31 $1.4M 2.6k 532.48

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View all positions for 4wealth Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway