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Berkshire Hathaway shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 499 460.26
2024-06-30 $201k 493 406.80
2024-03-31 $204k 486 420.52

More positions owned by O'Connor Financial Group

First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Dimensional Emerging Markets Etf Etf (DFEM)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for O'Connor Financial Group

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