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Heirloom Wealth Management → BRK/A

Heirloom Wealth Management BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$28.8M
Q3 2026
Peak value
$28.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20.6M
Q4 2025$21.1M
Q1 2026$23.7M
Q2 2026$28.5M
Q3 2026$28.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.8M57.9K——
Q2 2026$28.5M56.9K——
Q1 2026$23.7M49.4K——
Q4 2025$21.1M42.1K——
Q3 2025$20.6M41.0K——

Other funds holding BRK/A

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NSC

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PDI

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$45M