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Twin Peaks Wealth Advisors »

Berkshire Hathaway shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.2M	2.7k	460.26
2024-06-30	$1.2M	2.9k	406.80
2024-03-31	$1.3M	3.0k	420.52
2023-12-31	$1.1M	3.1k	356.66

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Ishares Tr Core Total Usd (IUSB)

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Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Berkshire Hathaway

State Street Corporation

Geode Capital Management

Bill & Melinda Gates Foundation 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

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