Back to BRK/A

Carter Financial Group, INC. → BRK/A

Carter Financial Group, INC. BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$20.3M
Q3 2026
Peak value
$21.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20.9M
Q4 2025$21.4M
Q1 2026$20M
Q2 2026$20.9M
Q3 2026$20.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.3M40.8K——
Q2 2026$20.9M41.7K——
Q1 2026$20M41.7K——
Q4 2025$21.4M42.6K——
Q3 2025$20.9M41.7K——

Other funds holding BRK/A

Other Carter Financial Group, INC. positions

ETHA

INVESCO EXCH TRADED FD TR II

$13.4M
ETHA

INVESCO EXCH TRADED FD TR II

$13.3M
ETHA

Invesco NASDAQ 100 ETF

$12M
ETHA

INVESCO EXCH TRADED FD TR II

$11.5M
ETHA

Invesco NASDAQ 100 ETF

$11.1M
AMPY

AMPLIFY ETF TR

$8.5M
AMPY

AMPLIFY ETF TR

$8.4M
AMPY

AMPLIFY ETF TR

$8.3M