Back to BRK/A

Compass Wealth Management LLC → BRK/A

Compass Wealth Management LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
3
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$816K
Q2 2026$7.2M
Q3 2026$10.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.3M20.6K——
Q2 2026$7.2M14.4K——
Q3 2025$816K1.6K——

Other funds holding BRK/A

Other Compass Wealth Management LLC positions

WBS-PG

WEBSTER FINL CORP

$31.8M
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AVGO

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AVGO

BROADCOM INC

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AVGO

BROADCOM INC

$25.5M
AMAT

APPLIED MATLS INC

$24.8M
IVZ

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$23.9M