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Core Wealth Partners LLC → BRK/A

Core Wealth Partners LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$6.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.9M
Q4 2025$7.3M
Q1 2026$6.8M
Q2 2026$6.6M
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M12.6K——
Q2 2026$6.6M13.3K——
Q1 2026$6.8M14.3K——
Q4 2025$7.3M14.4K——
Q3 2025$6.9M13.8K——

Other funds holding BRK/A

Other Core Wealth Partners LLC positions

ROK

ROCKWELL AUTOMATION INC

$20.7M
AAPL

APPLE INC

$20.6M
ROK

ROCKWELL AUTOMATION INC

$18.2M
AAPL

APPLE INC

$17.7M
AAPL

APPLE INC

$17.4M
AAPL

APPLE INC

$16.5M
ROK

ROCKWELL AUTOMATION INC

$16.2M
AAPL

APPLE INC

$16M
Core Wealth Partners LLC BRK-A Holdings: 13F Position History | Track13F