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AVAII WEALTH MANAGEMENT, LLC → BRK/A

AVAII WEALTH MANAGEMENT, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$7.5M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.5M
Q4 2025$6.1M
Q1 2026$5.9M
Q2 2026$6.8M
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M14.8K——
Q2 2026$6.8M13.6K——
Q1 2026$5.9M12.4K——
Q4 2025$6.1M12.1K——
Q3 2025$6.5M13.0K——

Other funds holding BRK/A

Other AVAII WEALTH MANAGEMENT, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$30.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$29.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$29.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$28.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$27.6M
ETHA

ISHARES TR

$24.1M
ETHA

ISHARES TR

$23.6M
ETHA

ISHARES TR

$22.7M