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Valeo Financial Advisors, LLC → BRK/B

Valeo Financial Advisors, LLC BRK/B Position History

BERKSHIRE HATHAWAY INC DEL

Quarters held
5
Latest value
$56.8M
Q3 2026
Peak value
$59.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$57.9M
Q4 2025$59.4M
Q1 2026$54.1M
Q2 2026$55.5M
Q3 2026$56.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$56.8M114.0K——
Q2 2026$55.5M111.0K——
Q1 2026$54.1M112.9K——
Q4 2025$59.4M118.1K——
Q3 2025$57.9M115.2K——

Other funds holding BRK/B

Other Valeo Financial Advisors, LLC positions

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ETHA

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