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Berkshire Hathaway shares owned by Harbour Wealth Management Group

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

Historical chart of Harbour Wealth Management Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Harbour Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 5.9k 502.65

More positions owned by Harbour Wealth Management Group

Ishares Gold Tr Ishares New (IAU)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (XITK)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Tidal Trust I Foliobeyond Alte (RISR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Global X Uranium (URA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Harbour Wealth Management Group

Top funds holding Berkshire Hathaway

Vanguard Group
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Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
FMR
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway