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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

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Quarterly reported holdings in Berkshire Hathaway by TL Private Wealth

Quarter filed Position value Share count Share price at filing
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)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Lockheed Martin Corporation (LMT)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for TL Private Wealth

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of New York Mellon
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway