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Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

BRK.B holding history

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

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
4,718
Value
$2.36M
% of portfolio
0.6%
Quarters held
18
Since Q1 2022
Holdings of BRK.B by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,718$2.36M0.6%−80−1.7%ReducedHolders
Q1 20264,798$2.30M0.6%−160−3.2%ReducedHolders
Q4 20254,958$2.49M0.7%−35−0.7%ReducedHolders
Q3 20254,993$2.51M0.6%−1,093−18.0%ReducedHolders
Q2 20256,086$2.96M0.8%+1,287+26.8%AddedHolders
Q1 20254,799$2.56M0.9%+12+0.3%AddedHolders
Q4 20244,787$2.17M0.8%−31−0.6%ReducedHolders
Q3 20244,818$2.22M0.8%+40+0.8%AddedHolders
Q2 20244,778$1.94M0.8%−173−3.5%ReducedHolders
Q1 20244,951$2.08M0.8%−464−8.6%ReducedHolders
Q4 20235,415$1.93M0.7%−260−4.6%ReducedHolders
Q3 20235,675$1.99M0.8%+34+0.6%AddedHolders
Q2 20235,641$1.92M0.8%−381−6.3%ReducedHolders
Q1 20236,022$1.86M0.9%+239+4.1%AddedHolders
Q4 20225,783$1.79M1.0%−214−3.6%ReducedHolders
Q3 20225,997$1.60M0.8%−37−0.6%ReducedHolders
Q2 20226,034$1.65M0.8%−168−2.7%ReducedHolders
Q1 20226,202$2.19M0.6%–No prior filingHolders