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GoalVest Advisory LLC → BRK/A

GoalVest Advisory LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q4 2025$4M
Q1 2026$4M
Q2 2026$4.6M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M9.7K——
Q2 2026$4.6M9.1K——
Q1 2026$4M8.4K——
Q4 2025$4M7.9K——
Q3 2025$3.4M6.9K——

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