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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

Tip: Access up to 7 years of quarterly data

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
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