Berkshire Hathaway shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $54M | 108k | 500.39 |
| 2026-03-31 | $48M | 100k | 478.50 |
| 2025-12-31 | $47M | 94k | 502.65 |
| 2025-09-30 | $45M | 90k | 502.74 |
| 2025-06-30 | $32M | 66k | 485.77 |
| 2025-03-31 | $23M | 43k | 532.58 |
| 2024-12-31 | $21M | 44k | 470.17 |
| 2024-09-30 | $19M | 41k | 460.26 |
| 2024-06-30 | $3.4M | 8.4k | 406.80 |
| 2024-03-31 | $3.4M | 8.0k | 420.52 |
| 2023-12-31 | $2.0M | 5.6k | 356.66 |