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Berkshire Hathaway shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 5.9k 502.74
2025-06-30 $2.8M 5.8k 485.77
2025-03-31 $3.1M 5.8k 532.58
2024-12-31 $2.6M 5.8k 453.28

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Berkshire Hathaway

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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