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Berkshire Hathaway shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 8.6k 406.81
2024-03-31 $3.6M 8.6k 420.49
2023-12-31 $3.1M 8.6k 356.71

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway