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Berkshire Hathaway shares owned by Cardinal Point Wealth Management

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

Historical chart of Cardinal Point Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Cardinal Point Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.6M 9.6k 272.96
2021-06-30 $2.7M 9.5k 277.96
2021-03-31 $2.4M 9.5k 255.42
2020-12-31 $2.2M 9.5k 231.84

More positions owned by Cardinal Point Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Gold Tr Ishares New (IAU)
Ark Etf Tr Innovation Etf (ARKK)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Firstservice Corp (FSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Cardinal Point Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway