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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by Transcend Wealth Collective, 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 Q2 2026 holdings

Shares (Q2 2026)
13
Value
$9.74M
% of portfolio
0.7%
Quarters held
20
Since Q3 2021
Holdings of BRK.A by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$9.74M0.7%00.0%UnchangedHolders
Q1 202613$9.34M0.7%00.0%UnchangedHolders
Q4 202513$9.81M0.8%00.0%UnchangedHolders
Q3 202513$9.80M0.7%00.0%UnchangedHolders
Q2 202513$9.47M0.7%+1+8.3%AddedHolders
Q1 202512$9.58M0.7%+5+71.4%AddedHolders
Q4 20247$4.77M0.3%00.0%UnchangedHolders
Q3 20247$4.84M0.3%00.0%UnchangedHolders
Q2 20247$4.29M0.3%00.0%UnchangedHolders
Q1 20247$4.44M0.4%00.0%UnchangedHolders
Q4 20237$3.80M0.3%00.0%UnchangedHolders
Q3 20237$3.72M0.4%00.0%UnchangedHolders
Q2 20237$3.62M0.3%00.0%UnchangedHolders
Q1 20237$3.26M0.3%00.0%UnchangedHolders
Q4 20227$3.28M0.4%00.0%UnchangedHolders
Q3 20227$2.85M0.3%00.0%UnchangedHolders
Q2 20227$2.86M0.3%00.0%UnchangedHolders
Q1 20227$3.70M0.3%00.0%UnchangedHolders
Q4 20217$3.15M0.3%00.0%UnchangedHolders
Q3 20217$3.06M0.3%+7NewHolders