CONCENTRIC WEALTH MANAGEMENT, LLC current holdings: USA Other Stocks
CONCENTRIC WEALTH MANAGEMENT, LLC reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are Berkshire Hathaway Cl A, Blackrock.
- Berkshire Hathaway Cl A: Country of operation United States; Class COM; Shares 100; Value $691,180.
- Blackrock: Country of operation United States; Class COM; Shares 285; Value $270,610.
Form 13F-HR as filed (SEC CIK 1695345): quarter ended 2024-09-30, filed 2024-11-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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