Birchwood Financial Partners »

Berkshire Hathaway shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $894k 1.8k 502.65

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway