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Stephenson & Company, Inc. → BRK/A

Stephenson & Company, Inc. BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$29.9M
Q3 2026
Peak value
$29.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q4 2025$26.4M
Q1 2026$1.4M
Q1 2026$26M
Q2 2026$1.5M
Q2 2026$29.1M
Q3 2026$1.5M
Q3 2026$29.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.9M60.0K——
Q3 2026$1.5M2——
Q2 2026$29.1M58.2K——
Q2 2026$1.5M2——
Q1 2026$26M54.3K——
Q1 2026$1.4M2——
Q4 2025$26.4M52.5K——
Q4 2025$1.5M2——

Other funds holding BRK/A

Other Stephenson & Company, Inc. positions

IVZ

INVESCO EXCHANGE TRADED FD T

$30.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$30.8M
ETHA

ISHARES TR

$30.8M
ETHA

ISHARES TR

$30.4M
VGES

VANGUARD TAX-MANAGED FDS

$30.1M
VGES

VANGUARD TAX-MANAGED FDS

$29.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$26.1M
VGES

VANGUARD TAX-MANAGED FDS

$25.7M
Stephenson & Company, Inc. BRK-A Holdings: 13F Position History | Track13F