First Personal Financial Services BRK/A β€” BERKSHIRE HATHAWAY INC DEL

Ownership history in First Personal Financial Services  Β·  2 quarters on record

AI Ownership Summary

First Personal Financial Services reported BERKSHIRE HATHAWAY INC DEL (BRK/A) in 2 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.58% in 2024 Q3. The latest visible filing shows BRK/A at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRK/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Personal Financial Services's position in BERKSHIRE HATHAWAY INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BRK/A was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Personal Financial Services held BRK/A β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED β€” β€” β€” 4 β€” 0% 0.58% $2.8M 2024-11-14 (Est.) $700600.00
2024 Q2 INITIATED β€” β€” β€” 4 β€” β€” 0.55% $2.4M 2024-07-30 $662125.00

FAQ About First Personal Financial Services and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Personal Financial Services reported owning BRK/A?

First Personal Financial Services reported BRK/A across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported BRK/A position in First Personal Financial Services's portfolio?

The largest reported portfolio weight for BRK/A was 0.58% in 2024 Q3.

What is the latest reported BRK/A position on this page?

The most recent filing on this page is 2024 Q3, when First Personal Financial Services reported 4 shares, equal to 0.58% of portfolio, with an estimated market value of $2.8M.

What does the chart on this BRK/A ownership page compare?

The chart compares First Personal Financial Services's quarterly BRK/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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