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Concurrent Investment Advisors, LLC → BRK/B

Concurrent Investment Advisors, LLC BRK/B Position History

BERKSHIRE HATHAWAY INC DEL

Quarters held
14
Latest value
$53.4M
Q3 2026
Peak value
$53.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$40M
Q4 2025$23K
Q4 2025$42.1M
Q4 2025$6.4M
Q4 2025$101K
Q1 2026$22K
Q1 2026$5.4M
Q1 2026$35.8M
Q2 2026$45.3M
Q2 2026$23K
Q2 2026$5.6M
Q3 2026$22K
Q3 2026$1.5M
Q3 2026$53.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$53.4M107.3K——
Q3 2026$1.5M3.0K——
Q3 2026$22K45——
Q2 2026$5.6M11.2K——
Q2 2026$23K45——
Q2 2026$45.3M90.6K——
Q1 2026$35.8M74.6K——
Q1 2026$5.4M11.3K——
Q1 2026$22K45——
Q4 2025$101K200——
Q4 2025$6.4M12.8K——
Q4 2025$42.1M83.8K——
Q4 2025$23K45——
Q3 2025$40M79.5K——

Other funds holding BRK/B

Other Concurrent Investment Advisors, LLC positions

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NVDA

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$440.4M
VGES

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$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

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$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M
Concurrent Investment Advisors, LLC BRK-B Holdings: 13F Position History | Track13F