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Berkshire Hathaway shares owned by HBE Wealth Management

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

Historical chart of HBE Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by HBE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 2.6k 479.20

More positions owned by HBE Wealth Management

Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for HBE Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas
H&H International Investment
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway