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Berkshire Hathaway shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 477 502.74
2025-06-30 $159k 328 485.77
2025-03-31 $167k 313 532.58
2024-12-31 $131k 288 453.28

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Top funds holding Berkshire Hathaway

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Susquehanna International
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FMR

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