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Crown Wealth Group, LLC → BRK/A

Crown Wealth Group, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$3.7M
Q4 2025$1.5M
Q4 2025$3.9M
Q1 2026$1.4M
Q1 2026$3.7M
Q2 2026$1.5M
Q2 2026$3.8M
Q3 2026$1.5M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M7.9K——
Q3 2026$1.5M2——
Q2 2026$3.8M7.5K——
Q2 2026$1.5M2——
Q1 2026$3.7M7.7K——
Q1 2026$1.4M2——
Q4 2025$3.9M7.7K——
Q4 2025$1.5M2——
Q3 2025$3.7M7.3K——
Q3 2025$1.5M2——

Other funds holding BRK/A

Other Crown Wealth Group, LLC positions

STT-PG

SPDR SERIES TRUST

$46M
STT-PG

SPDR SERIES TRUST

$43.5M
STT-PG

SPDR SERIES TRUST

$39.7M
STT-PG

SPDR SERIES TRUST

$37.8M
STT-PG

SPDR SERIES TRUST

$37.1M
ETHA

BLACKROCK ETF TRUST

$20.7M
ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$14.7M