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PFG Private Wealth Management, LLC → BRK/A

PFG Private Wealth Management, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$491K
Q3 2026
Peak value
$3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$754K
Q3 2025$814K
Q4 2025$3M
Q4 2025$813K
Q1 2026$2.9M
Q1 2026$777K
Q2 2026$3M
Q2 2026$813K
Q3 2026$3M
Q3 2026$491K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$491K986——
Q3 2026$3M4——
Q2 2026$813K1.6K——
Q2 2026$3M4——
Q1 2026$777K1.6K——
Q1 2026$2.9M4——
Q4 2025$813K1.6K——
Q4 2025$3M4——
Q3 2025$814K1.6K——
Q3 2025$754K1——

Other funds holding BRK/A

Other PFG Private Wealth Management, LLC positions

ETHA

ISHARES TR

$32.1M
ETHA

ISHARES TR

$31.1M
ETHA

ISHARES TR

$30.4M
ETHA

ISHARES TR

$30.4M
STT-PG

SPDR SERIES TRUST

$25.3M
VGES

VANGUARD TAX-MANAGED FDS

$25M
STT-PG

SPDR SERIES TRUST

$24.5M
VGES

VANGUARD TAX-MANAGED FDS

$24.2M