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Approach Retirement Advisors, LLC → BRK/A

Approach Retirement Advisors, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.1M
Q1 2026$2.3M
Q2 2026$2.6M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M5.1K——
Q2 2026$2.6M5.1K——
Q1 2026$2.3M4.8K——
Q4 2025$2.1M4.2K——

Other funds holding BRK/A

Other Approach Retirement Advisors, LLC positions

AFL

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$12.5M
AFL

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AFL

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$11.8M
AFL

AFLAC INC

$11.7M
HONA

DIMENSIONAL ETF TRUST

$9.1M
HONA

DIMENSIONAL ETF TRUST

$9M
HONA

DIMENSIONAL ETF TRUST

$7.4M
HONA

DIMENSIONAL ETF TRUST

$6.5M