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Berkshire Hathaway shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 422 502.74
2025-06-30 $205k 422 485.77
2025-03-31 $225k 422 532.58

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View all positions for Melfa Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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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