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Berkshire Hathaway shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 588 502.74
2025-06-30 $264k 543 485.77
2025-03-31 $289k 543 532.58
2024-12-31 $240k 530 453.28
2024-09-30 $244k 530 460.26
2024-06-30 $212k 520 406.80
2024-03-31 $226k 538 420.52

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci Emerg Mrkt (EEMV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Berkshire Hathaway

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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