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Berkshire Hathaway shares owned by Ball & Co Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Ball & Co Wealth Management from 13F filings

Historical chart of Ball & Co Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Ball & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 100 500.00
2025-06-30 $48k 100 480.00
2025-03-31 $53k 100 530.00
2024-12-31 $45k 100 450.00

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Min Vol (USMV)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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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