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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by NewEdge 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 Q2 2026 holdings

Shares (Q2 2026)
8
Value
$5.99M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of BRK.A by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$5.99M0.1%00.0%UnchangedHolders
Q1 20268$5.75M0.1%00.0%UnchangedHolders
Q4 20258$6.04M0.1%00.0%UnchangedHolders
Q3 20258$5.89M0.1%00.0%UnchangedHolders
Q2 20258$5.60M0.1%00.0%UnchangedHolders
Q1 20258$6.39M0.1%−6−42.9%ReducedHolders
Q4 202414$9.53M0.2%00.0%UnchangedHolders
Q3 202414$9.68M0.2%00.0%UnchangedHolders
Q2 202414$8.57M0.2%00.0%UnchangedHolders
Q1 202414$8.49M0.2%00.0%UnchangedHolders
Q4 202314$7.60M0.2%+1+7.7%AddedHolders
Q3 202313$6.91M0.2%00.0%UnchangedHolders
Q2 202313$6.73M0.2%00.0%UnchangedHolders
Q1 202313$6.05M0.2%00.0%UnchangedHolders
Q4 202213$6.09M0.3%00.0%UnchangedHolders
Q3 202213$5.28M0.2%00.0%UnchangedHolders
Q2 202213$5.32M0.2%00.0%UnchangedHolders
Q1 202213$6.88M0.3%−9−40.9%ReducedHolders
Q4 202122$9.91M0.4%+22NewHolders