Back to BRK/A

Avior Wealth Management, LLC → BRK/A

Avior Wealth Management, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$50.2M
Q3 2026
Peak value
$56.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q3 2025$56.2M
Q4 2025$3.8M
Q4 2025$54.7M
Q1 2026$2.9M
Q1 2026$52.3M
Q2 2026$3M
Q2 2026$52.5M
Q3 2026$3M
Q3 2026$50.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$50.2M100.8K——
Q3 2026$3M4——
Q2 2026$52.5M104.8K——
Q2 2026$3M4——
Q1 2026$52.3M109.0K——
Q1 2026$2.9M4——
Q4 2025$54.7M108.8K——
Q4 2025$3.8M5——
Q3 2025$56.2M111.8K——
Q3 2025$3.8M5——

Other funds holding BRK/A

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M