Back to BRK/A
BIRCH FINANCIAL GROUP, LLC → BRK/A
BIRCH FINANCIAL GROUP, LLC BRK/A Position History
Berkshire Hathaway Inc., Class A
Quarters held
16
Latest value
$4.1M
Q3 2026
Peak value
$16M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $14.3M |
| Q4 2024 | $4.7M |
| Q1 2025 | $16M |
| Q1 2025 | $6.5M |
| Q2 2025 | $14.6M |
| Q2 2025 | $5.9M |
| Q3 2025 | $15.1M |
| Q3 2025 | $6.1M |
| Q4 2025 | $15.1M |
| Q4 2025 | $6M |
| Q1 2026 | $14.4M |
| Q1 2026 | $5.5M |
| Q2 2026 | $15M |
| Q2 2026 | $5.8M |
| Q3 2026 | $14.9M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 8.3K | — | — |
| Q3 2026 | $14.9M | 20 | — | — |
| Q2 2026 | $5.8M | 11.6K | — | — |
| Q2 2026 | $15M | 20 | — | — |
| Q1 2026 | $5.5M | 11.6K | — | — |
| Q1 2026 | $14.4M | 20 | — | — |
| Q4 2025 | $6M | 12.0K | — | — |
| Q4 2025 | $15.1M | 20 | — | — |
| Q3 2025 | $6.1M | 12.0K | — | — |
| Q3 2025 | $15.1M | 20 | — | — |
| Q2 2025 | $5.9M | 12.2K | — | — |
| Q2 2025 | $14.6M | 20 | — | — |
| Q1 2025 | $6.5M | 12.2K | — | — |
| Q1 2025 | $16M | 20 | — | — |
| Q4 2024 | $4.7M | 10.4K | — | — |
| Q4 2024 | $14.3M | 21 | — | — |
Other funds holding BRK/A
$37.9B
$37.9B
$35.5B
$5.8B
$5.7B