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Berkshire Hathaway shares owned by Level Wealth Management

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

Historical chart of Level Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $414k 824 502.74
2025-06-30 $400k 824 485.77
2025-03-31 $439k 825 532.58
2024-12-31 $374k 825 453.28

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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View all positions for Level 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