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Berkshire Hathaway shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Sagespring Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 28k 502.65
2025-09-30 $13M 26k 502.74
2025-06-30 $13M 26k 485.76
2024-12-31 $9.7M 21k 453.27

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Sagespring Wealth Partners

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway