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Hillcrest Wealth Advisors - NY, LLC → BRK/A

Hillcrest Wealth Advisors - NY, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.8M
Q1 2026$5.5M
Q2 2026$5.7M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M10.1K——
Q2 2026$5.7M11.5K——
Q1 2026$5.5M11.5K——
Q4 2025$5.8M11.5K——

Other funds holding BRK/A

Other Hillcrest Wealth Advisors - NY, LLC positions

VGES

VANGUARD INDEX FDS

$68M
VGES

VANGUARD INDEX FDS

$66.5M
VGES

VANGUARD INDEX FDS

$58.1M
VGES

VANGUARD INDEX FDS

$58M
ETHA

ISHARES TR

$24.9M
ETHA

ISHARES TR

$23.7M
VGES

VANGUARD TAX-MANAGED FDS

$21.4M
VGES

VANGUARD TAX-MANAGED FDS

$20.9M