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Berkshire Hathaway shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $595k 1.3k 460.26
2024-06-30 $445k 1.1k 406.80
2024-03-31 $291k 693 420.52
2023-12-31 $233k 653 356.66

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway