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Berkshire Hathaway shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by MLG Wealth Management DBA Pine Grove Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 2.2k 500.39
2026-03-31 $749k 1.6k 479.20
2025-12-31 $748k 1.5k 502.65

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial Group

Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Northern Trust
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
Bank of New York Mellon
FMR
Vanguard Fiduciary Trust

View all funds holding Berkshire Hathaway