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XML Financial, LLC → BRK/A

XML Financial, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$17.5M
Q3 2026
Peak value
$18.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q4 2025$17.4M
Q1 2026$1.4M
Q1 2026$16.2M
Q2 2026$5.2M
Q2 2026$18.1M
Q3 2026$2.2M
Q3 2026$17.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.5M35.1K——
Q3 2026$2.2M3——
Q2 2026$18.1M36.1K——
Q2 2026$5.2M7——
Q1 2026$16.2M33.8K——
Q1 2026$1.4M2——
Q4 2025$17.4M34.7K——
Q4 2025$1.5M2——

Other funds holding BRK/A

Other XML Financial, LLC positions

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SCHW-PJ

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ETHA

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$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

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$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M