TL Private Wealth »

Berkshire Hathaway shares owned by TL Private Wealth

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

Historical chart of TL Private Wealth investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by TL Private Wealth 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 TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 548 453.50
2024-06-30 $241k 548 438.90
2024-03-31 $227k 548 414.69

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr High Yld Systm B (HYDB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Vlu (IUSV)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for TL Private Wealth

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