FinDec Wealth Services »

Berkshire Hathaway shares owned by FinDec Wealth Services

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

Historical chart of FinDec Wealth Services investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by FinDec Wealth Services 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 FinDec Wealth Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $215k 528 406.80
2024-03-31 $201k 478 420.52

More positions owned by FinDec Wealth Services

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for FinDec Wealth Services

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