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Berkshire Hathaway shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 11k 460.61
2024-06-30 $4.5M 11k 413.72

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View all positions for Diversify Wealth Management

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway