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Rise Advisors, LLC → BRK/A

Rise Advisors, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$3.9M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.4M
Q1 2026$3.9M
Q2 2026$4M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M7.7K——
Q2 2026$4M7.9K——
Q1 2026$3.9M8.1K——
Q4 2025$4.4M8.8K——

Other funds holding BRK/A

Other Rise Advisors, LLC positions

VGES

VANGUARD MORNINGSTAR GROWTH ETF

$55.3M
VGES

VANGUARD GROWTH ETF

$52.5M
VGES

VANGUARD GROWTH ETF

$49.5M
VGES

VANGUARD GROWTH ETF

$46.2M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.8M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.3M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$32.5M
VGES

VANGUARD VALUE ETF

$30.8M
Rise Advisors, LLC BRK-A Holdings: 13F Position History | Track13F