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Live Oak Private Wealth LLC → BRK/A

Live Oak Private Wealth LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$28.8M
Q3 2026
Peak value
$32.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q4 2025$32.9M
Q1 2026$2.2M
Q1 2026$31.3M
Q2 2026$2.2M
Q2 2026$30.9M
Q3 2026$2.2M
Q3 2026$28.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.8M57.8K——
Q3 2026$2.2M3——
Q2 2026$30.9M61.9K——
Q2 2026$2.2M3——
Q1 2026$31.3M65.4K——
Q1 2026$2.2M3——
Q4 2025$32.9M65.5K——
Q4 2025$2.3M3——

Other funds holding BRK/A

Other Live Oak Private Wealth LLC positions

DIOD

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$25.1M
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SCHW-PJ

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$21.6M
AAPL

APPLE INC

$21M
AAPL

APPLE INC

$20.9M
GOOGN

ALPHABET INC

$20.7M
DIOD

DIMENSIONAL ETF TRUST

$20.5M