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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.A overviewAll 13F holders of BRK.AFull Q1 2025 holdings

Shares (Q1 2025)
4
Value
$3.19M
% of portfolio
0.2%
Quarters held
1
Since Q1 2025
Holdings of BRK.A by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20254$3.19M0.2%+4NewHolders