Clarion Wealth Managment Partners »

Berkshire Hathaway shares owned by Clarion Wealth Managment Partners

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

Historical chart of Clarion Wealth Managment Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Clarion Wealth Managment 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 Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $807k 1.6k 502.74
2025-06-30 $848k 1.7k 485.77

More positions owned by Clarion Wealth Managment Partners

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Opportunities Trust Applied Fina Val (VSLU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Tapestry (TPR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Clarion Wealth Managment Partners

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