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Berkshire Hathaway shares owned by Five Pine Wealth Management

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

Historical chart of Five Pine Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Five Pine Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 456 502.74
2025-06-30 $222k 456 485.77
2025-03-31 $243k 456 532.58
2024-12-31 $207k 456 453.28

More positions owned by Five Pine Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)

View all positions for Five Pine Wealth Management

Top funds holding Berkshire Hathaway

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Northern Trust
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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