Berkshire Hathaway shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 8.1k | 502.62 |
| 2025-09-30 | $3.3M | 6.6k | 502.71 |
| 2025-06-30 | $1.9M | 4.0k | 485.72 |
| 2025-03-31 | $759k | 1.4k | 532.53 |
| 2024-12-31 | $435k | 960 | 453.28 |
| 2024-06-30 | $232k | 569 | 406.80 |