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North Berkeley Wealth Management, LLC → BRK/A

North Berkeley Wealth Management, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$2.9M
Q4 2025$3M
Q4 2025$3M
Q1 2026$2.2M
Q1 2026$2.8M
Q2 2026$2.2M
Q2 2026$2.9M
Q3 2026$2.2M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M5.8K——
Q3 2026$2.2M3——
Q2 2026$2.9M5.8K——
Q2 2026$2.2M3——
Q1 2026$2.8M5.9K——
Q1 2026$2.2M3——
Q4 2025$3M5.9K——
Q4 2025$3M4——
Q3 2025$2.9M5.9K——
Q3 2025$1.5M2——

Other funds holding BRK/A

Other North Berkeley Wealth Management, LLC positions

ETHA

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$20.9M
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IAU

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ETHA

ISHARES TR

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SSD

SIMPSON MFG INC

$15.2M
ETHA

ISHARES TR

$14.1M
BLK

ISHARES TR

$13.8M
SSD

SIMPSON MFG INC

$13.7M