Shum Financial Group »

Berkshire Hathaway shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $812k 1.8k 445.06

More positions owned by Shum Financial Group

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway