Back to BRK/A

Legacy Financial Strategies, LLC → BRK/A

Legacy Financial Strategies, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
5
Latest value
$4.8M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.1M
Q4 2025$5M
Q1 2026$4.7M
Q2 2026$4.8M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M9.6K——
Q2 2026$4.8M9.7K——
Q1 2026$4.7M9.8K——
Q4 2025$5M9.9K——
Q3 2025$5.1M10.1K——

Other funds holding BRK/A

Other Legacy Financial Strategies, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$108.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$99.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$93.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$92.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$84.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$79.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$77.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$69M