Back to BRK/A
Summit Financial Strategies, Inc. → BRK/A
Summit Financial Strategies, Inc. BRK/A Position History
Berkshire Hathaway Inc., Class A
Quarters held
10
Latest value
$11.8M
Q3 2026
Peak value
$13.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $13.3M |
| Q4 2025 | $3M |
| Q4 2025 | $13.1M |
| Q1 2026 | $2.9M |
| Q1 2026 | $12.2M |
| Q2 2026 | $3M |
| Q2 2026 | $12.4M |
| Q3 2026 | $3M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 23.7K | — | — |
| Q3 2026 | $3M | 4 | — | — |
| Q2 2026 | $12.4M | 24.9K | — | — |
| Q2 2026 | $3M | 4 | — | — |
| Q1 2026 | $12.2M | 25.4K | — | — |
| Q1 2026 | $2.9M | 4 | — | — |
| Q4 2025 | $13.1M | 26.0K | — | — |
| Q4 2025 | $3M | 4 | — | — |
| Q3 2025 | $13.3M | 26.4K | — | — |
| Q3 2025 | $3M | 4 | — | — |
Other funds holding BRK/A
$37.9B
$37.9B
$35.5B
$5.8B
$5.7B