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HRC WEALTH MANAGEMENT, LLC → BRK/A

HRC WEALTH MANAGEMENT, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q4 2025$515K
Q1 2026$1.4M
Q1 2026$907K
Q2 2026$1.5M
Q2 2026$940K
Q3 2026$1.5M
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M2.1K——
Q3 2026$1.5M2——
Q2 2026$940K1.9K——
Q2 2026$1.5M2——
Q1 2026$907K1.9K——
Q1 2026$1.4M2——
Q4 2025$515K1.0K——
Q4 2025$1.5M2——

Other funds holding BRK/A

Other HRC WEALTH MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$79.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$75.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$73.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.1M