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Berkshire Hathaway shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 677 502.74
2025-06-30 $325k 668 485.99
2025-03-31 $356k 668 532.82
2020-03-31 $62k 343 180.76

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Drawdown (ADME)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

View all positions for MBE 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