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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
2025-09-30 $7.5M 16k 475.67
2025-06-30 $6.8M 15k 470.37
2025-03-31 $7.2M 14k 534.58
2024-12-31 $6.1M 14k 442.66
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
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